Author Archives: Stacy Mendenhall
Legislative Highlights of SECURE 2.0 Act and Impact on Retirement Plans – 2023
On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law which [...]
Jan
TRI-AD and Navia Benefit Solutions Announce New Partnership
TRI-AD Actuaries LLC (TRI-AD), a trusted provider of health and wealth benefits administration solutions for [...]
Dec
How Healthcare Impacts Retirement Savings
Healthcare is one of the largest expenses during one’s retirement and costs continue to rise. [...]
Dec
Retirement Fiduciary Calendar for 2023
TRI-AD seeks to make it fast, simple, and easy for our clients to keep their [...]
Nov
IRS Releases 2023 Cost-of-Living Adjustments
Click here for printable Retirement and H&W COLAs for 2023 The Internal Revenue Service has [...]
Oct
IRS Decreases ACA Affordability Rate for 2023
The Affordable Care Act (ACA) requires employers with more than 50 full-time employees (or equivalent, [...]
Sep
IRS Extends Amendment Deadlines for CARES and SECURE Acts
The Internal Revenue Service (IRS) released Notice 2022-33, giving retirement plan sponsors a three-year extension to adopt [...]
Aug
TRI-AD and Flimp – Dramatically Enhance Your Employees’ Benefits Experience
TRI-AD partners with Flimp Communications to provide engaging content and communication solutions for benefits education [...]
Aug
Cycle 3 Plan Restatement Reminder
Approximately every six years, the IRS requires most company-sponsored retirement plans to update their plan [...]
Jul
Retroactive Retirement Plan Adoption for New Qualified Plans Under the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the Internal [...]
Jul