A new job can be exciting — often accompanied by better pay, a fresh challenge, and/or a shorter commute. But in the rush of accepting an offer and giving notice, it’s easy to overlook financial details that can quietly cost you money. Before you clean out your desk, run through this checklist
Read MoreIf you’re an investor age 50 or older planning to make “catch-up” contributions to a retirement plan, 2026 brings several important changes to understand. These include updated contribution limits and a new mandatory Roth catch-up rule for high-income earners that could affect both your taxes and your take-home pay.
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The IRS has announced contribution savings limits for retirement savings accounts for 2026. Make sure you let your payroll department know that you want to increase your contributions to these plans.
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Required Minimum Distributions (RMDs) have been around for many years. Over the past few years, updates have been made via Secure Act 1.0 and Secure Act 2.0 so we wanted to provide a reminder and update on how the current rule works.
Read MoreThe IRS has announced contribution savings limits for retirement savings accounts for 2025.
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How good is your 401(k) plan at work? We looked at Brightscope which measures 401(k) plans and gives them a rating.
Read MoreAs a 401(k) plan sponsor or decision maker, do you know that you can be held personally responsible for mistakes in your company's 401(k) plan? Hiring the right professionals, those that can serve as fiduciaries to your 401(k) plan can help defray some of your liability. Find out how.
Read MoreThe Employee Retirement Income Security Act of 1974 (ERISA) imposes strict standards of conduct on fiduciaries who have discretion over the administration and investment of 401(k) retirement plans and plan assets.
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