by Deanna Fisher | Nov 14, 2019 | Uncategorized
IRS Announces Limits for 2020 On November 6th, 2019, the IRS announced the cost of living adjustments affecting the dollar limitations for retirement plans. Contribution and benefit increases are based on a calculated change in the Consumer Price Index and are... by Deanna Fisher | Aug 5, 2019 | Uncategorized
It’s All in the Design… The economy continues at its strong pace, keeping unemployment at its lowest rate in nearly 50 years. While this is usually good news, employee financial vulnerability is clouding this sunny forecast. The repercussions are impacting... by Deanna Fisher | Aug 5, 2019 | Uncategorized
Complying with Safe Harbor Deadlines All 401(k) plan contributions have deposit deadlines, and it’s up to 401(k) fiduciaries to meet them. Yet, many are unclear about the deadlines applicable to their 401(k) plan. That confusion can easily lead to late contributions.... by Deanna Fisher | Aug 5, 2019 | Uncategorized
Bucket List: Retirement The economy continues at its strong pace, keeping unemployment at its lowest rate in nearly 50 years. While this is usually good news, employee financial vulnerability is clouding this sunny forecast. The repercussions are impacting their... by Deanna Fisher | May 8, 2019 | Uncategorized
Protect Your 401(k) Though some employers may not think so, the truth is that in today’s world 401(k) plans are subject to fraudulent activity and that the often-overlooked retirement plan can be the perfect place for it to occur. For example, in late 2017,... 
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