Tag: retirement

IRS Changes To Tax Capital Reporting Requirements
2021 Cost of Living Adjustments for Qualified Retirement Plans

The government’s annual cost-of-living adjustments (COLA) for 2021 have been announced by the Internal Revenue…

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Fiduciary Liability Insurance

Plan sponsors are often concerned with the prudence and process of obtaining insurance covering ERISA…

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Cropped Hand With Pen Analyzing Data On Office Desk
Helping Participants Understand Tax Diversification Strategies for Retirement

Diversification is an important principle of risk management when it comes to saving for retirement.…

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picture of man putting stack of coins into one row
2019 Retirement Account Limits

The new year will bring an opportunity for greater retirement savings as the IRS increased…

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Shot of an unrecognizable businesswoman using a digital tablet with graphs on it in a modern office
What to Expect During a First-Time Plan Audit

Growing beyond 100 employees is an important landmark in a company’s history. While companies may…

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older couple sitting on bench looking out at ocean and shoreline
It’s Time to Revisit Your Hardship Withdrawal Provisions

Hardship withdrawal provisions are available with most 401(k) and 403(b) plans however, the rules surrounding…

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Retirement Savings and Cash Balance Plans
Cash Balance Plans: An Effective Strategy To Maximize Retirement Savings For Key Employees

Competition for talent is fierce today, and many employers are searching for solid benefit strategies…

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Accelerating Defined Benefit Funding Can Generate Tax Savings
Accelerating Defined Benefit Funding Can Generate Tax Savings

Last year’s tax reform law has created a rare opportunity for defined benefit plan sponsors…

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Oversimplification in Target Date Funds
Oversimplification Endangers Retirement Savings

Since the Pension Protection Act of 2006, target date funds (TDFs) have increasingly found their…

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MA Nonprofits Getting to Know the CORE Plan
MA Nonprofits: Getting to Know the CORE Plan

The Connecting Organizations to Retirement (CORE) Plan was launched in late 2017 as a 401(k)…

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