Participant Corner

Are You Thankful for Your Health?

Are You Thankful for Your Health?

The holidays are upon us! Staying healthy just might make you wealthy. With small lifestyle changes and healthy choices (especially with all the shared yummy foods), you may reduce your annual healthcare costs and increase your income. These lifestyle changes can be...

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Market Tricks and Treats

Market Tricks and Treats

With the recent market volatility, it’s understandable that you may be concerned about your investments. Don’t let the market volatility spook you! Consider the following tips: • Review your safe route. It is ok if your investment portfolio isn’t performing as you...

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Retirement Readiness: How will you prepare?

Retirement Readiness: How will you prepare?

Much has been made of the current state of the American worker as it pertains to their retirement savings. According to a recent study by the General Accountability Office, 29% of Americans 55 and older do not have any retirement savings or pension plan and those who...

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BACK TO SCHOOL

BACK TO SCHOOL

Pop Quiz: Have You Done Your Homework On Retirement? 1. In order to maintain living standards in retirement, what percent of annual income do financial professionals thinkpeople should save? A. About 3% B. About 6% C. About 9% D. About 12% E. About 15% 2. If an...

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Beneficiary Designations – Who will get your money?

Beneficiary Designations – Who will get your money?

Although not a pleasant topic, it is an important one – Who is the named beneficiary of your retirement account should you pass away?When you enrolled in your retirement plan, you were asked to select a beneficiary to receive your retirement plan assets in the event...

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Millennials – The Time to Start Saving is Now!

Millennials – The Time to Start Saving is Now!

Typically, younger people don’t make retirement savings a priority. Livingexpenses, student debt, rent or house payments, and other day-to-dayexpenses mean that retirement savings take a back seat. In fact, researchfrom National Institute on Retirement Security says...

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Tax Saver’s Credit: Get the “Credit” You Deserve!

Tax Saver’s Credit: Get the “Credit” You Deserve!

You may be eligible for a valuable incentive, which could reduce your federal income tax liability, for contributing to your company’s 401(k) or 403(b) plan. If you qualify, you may receive a Tax Saver’s Credit of up to $1,000 ($2,000 for married couples filing...

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Planning Financial Futures

Planning Financial Futures

Do you spend more time planning your annual vacation than you do thinking about your personal finances? If so, you’re not alone. A lot of people put off financial planning or avoid it altogether. Personal financial planning is an ongoing, lifelong process. If we break...

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Other Resources

November 2022 Newsletter

November 2022 Newsletter

DOL Updates Guidance on Auditor Independence for Retirement Plan Engagements In September, the U.S. Department of Labor (DOL) released an Interpretive Bulletin that updates guidance on audits of benefit plans under the Employee Retirement Income Security Act. The...

Are You Thankful for Your Health?

Are You Thankful for Your Health?

The holidays are upon us! Staying healthy just might make you wealthy. With small lifestyle changes and healthy choices (especially with all the shared yummy foods), you may reduce your annual healthcare costs and increase your income. These lifestyle changes can be...

2023 Retirement Plan Limits

Retirement Plan Limits IRS Limits on Retirement Benefits and Compensation  As published in IRS News Release IR-2022-188, Oct. 21, 2022   202320222021401(k), 403(b), 457 Elective Deferral Limit$22,500$20,500$19,500Catch-Up Contribution Limit (age 50 and...