Tag: retirement
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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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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2019 Retirement Account Limits
The new year will bring an opportunity for greater retirement savings as the IRS increased…
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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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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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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
Last year’s tax reform law has created a rare opportunity for defined benefit plan sponsors…
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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
The Connecting Organizations to Retirement (CORE) Plan was launched in late 2017 as a 401(k)…
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