Tag Archives: Retirement
State-Mandated Auto-IRA Programs Boost Retirement Readiness
Retirement readiness is a significant concern for nearly two-thirds of U.S. employees. Many Americans are [...]
Aug
SECURE 2.0 Expansion of the Employee Plans Compliance Resolution System (EPCRS)
On May 25, 2023, the Internal Revenue Service (IRS) provided new interim guidance with Notice [...]
Mar
Long-Awaited IRS Proposed Regulations for Long-Term Part-Time Employees
On November 24, 2023, the Internal Revenue Service (IRS) released proposed regulations concerning the long-term [...]
Feb
IRS Releases 2024 Cost-of-Living Adjustments – Partial Update
Click here for printable Retirement and H&W COLAs for 2024 The Internal Revenue Service released [...]
Nov
HSAs are an Underutilized Retirement Investment Vehicle
Employers who offer a high deductible health insurance plan (HDHP) may offer an HSA. Health [...]
Oct
What Plan Sponsors Need to Know About The New Long-Term Part-Time Employee Rules
The SECURE 2.0 Act, a follow-up to the Setting Every Community Up for Retirement Enhancement [...]
Aug
How the SECURE 2.0 Act will Impact your Retirement Plan in 2024
Legislative Highlights As the SECURE 2.0 Act makes its way through the headlines, plan sponsors [...]
Feb
How Healthcare Impacts Retirement Savings
Healthcare is one of the largest expenses during one’s retirement and costs continue to rise. [...]
Dec
Making a One-time Transfer from an IRA to an HSA
Health Savings Accounts (HSAs) are an effective tool for account-holders to save for out-of-pocket medical [...]
Feb
The Truth About After-Tax Contributions
The after-tax feature in a 401(k) plan can be extremely beneficial especially for those employees [...]
Dec