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Newsletters

Is Your Retirement Plan “Catchy?”

Is Your Retirement Plan “Catchy?”

Is Your Retirement Plan "Catchy?" By offering — and encouraging — catch-up contributions, plan sponsors can demonstrate a heightened commitment to employee retirement readiness. Over a five-year period ending in 2020, nearly 15% of participants utilized catch-up...

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April 2023 Newsletter

April 2023 Newsletter

Your Plan Fiduciary Must-Do and Should-Do Lists When you’re a plan fiduciary, you are, of course, prioritizing what ERISA law requires of you. You have a checklist of Must-Dos. But there is also a list of things that you can do proactively that will keep the plan—and...

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April 2023 Newsletter

April 2023 Newsletter

Your Plan Fiduciary Must-Do and Should-Do Lists When you’re a plan fiduciary, you are, of course, prioritizing what ERISA law requires of you. You have a checklist of Must-Dos. But there is also a list of things that you can do proactively that will keep the plan—and...

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March 2023 Newsletter

March 2023 Newsletter

The Retirement Reshuffle Is Impacting Plan Sponsors Across the nation, more and more workers are expecting to postpone retirement. In fact, a survey by the Nationwide Retirement Institute shows that 40% of older employees plan to retire later than anticipated because...

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February 2023 Newsletter

February 2023 Newsletter

Offboarding Employees from Your 401(k) Plan A full two-thirds of employees don’t receive guidance on managing their retirement plan benefit while offboarding. Leaving 401(k) or 403(b) balances behind can result in orphaned accounts that sit unmonitored and unmanaged...

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January 2023 Newsletter

January 2023 Newsletter

IPS Can Still Add Value for Plans Despite Goldman Sachs Dismissal Investment policy statements (IPSs) are commonplace among retirement plans — with around 83% providing one. And that number tends to be even higher among bigger plans. Financial powerhouse Goldman Sachs...

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White Papers

Articles

2020 Form 8880

Use Form 8880 to figure the amount, if any, of your retirement savings contributions credit (also known as the saver’s credit).   You may be...

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Participant’s Corner

How Much is Enough?

How Much is Enough?

There are many formulas for figuring out how much money you need to retire. While thinking seriously about retirement finances is useful, for most people, these formulas may not come close to what your retirement actually looks like. Taking StockTo truly get...

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Online Security Tips From The Department Of Labor

Online Security Tips From The Department Of Labor

You can reduce the risk of fraud and loss to your retirement account by following these basic rules: REGISTER, SET UP AND ROUTINELY MONITOR YOUR ONLINE ACCOUNTMaintaining online access to your retirement account allows you to protect and manage your...

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Need a Tax Break?

Need a Tax Break?

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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Need a Tax Break?

Need a Tax Break?

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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THE IMPORTANCE OF NAMING A BENEFICIARY

THE IMPORTANCE OF NAMING A BENEFICIARY

Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your loved ones’ time, money and frustration. Facts about beneficiary designations48% of people don’t have...

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‘Tis the Season for Investing

‘Tis the Season for Investing

During the holidays, we think about spending time and reconnecting with family and friends, cozying up by the fireplace, enjoying each other’s company. We also tend to spend quite a bit of money this time of year, on everything from gifts to new year’s resolutions...

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