Retention & Retirement Benefits Go Hand-in-Hand

While many employers view younger generations as job hoppers, planning for retirement is just as important to them as it is to other workers. In a highly-competitive labor market, offering the right benefits can give you an advantage in attracting and retaining top talent - and retirement plans often top the list of benefits employees [...]

By |2020-05-20T11:25:04+00:00May 20th, 2020|Retirement|0 Comments

IRS Issues Additional Deadline Relief

As owners and operators continue to cope with the disruptions caused by the coronavirus pandemic, the IRS has issued Notice 2020-23, which expands on previous guidance and provides additional deadline relief for certain federal tax returns, forms, schedules, payments, and other required actions. The notice applies to specified filing obligations or actions that would otherwise [...]

By |2020-04-29T10:17:20+00:00April 29th, 2020|Retirement|0 Comments

The Impact of the SECURE Act

This past holiday season, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. It was signed into law on December 20, 2019 and is the most sweeping legislation to impact retirement plans since the Pension Protection Act of 2006. The retirement industry as a whole is diligently reading through the legislation. There [...]

By |2020-02-25T15:21:40+00:00February 25th, 2020|Retirement|0 Comments

Retirement Plan Resolutions for the New Year

Planning for a happy, financially-secure retirement is a decades-long process. Most people will spend the majority of their working career planning for their post-work life and taking advantage of workplace retirement tools can be an excellent part of that plan. Demonstrating a commitment to your employees’ long-term financial and life goals not only allows them [...]

By |2019-12-23T14:12:20+00:00December 23rd, 2019|Retirement|0 Comments

ABCs of the Retirement Plan

There are no shortcuts when it comes to retirement. Planning appropriately requires thoughtful strategy, saving money, and, for many, participating in an employer-sponsored retirement plan. Defined contribution plans, like 401(k)'s, have become the most popular employer-sponsored plans in America - with more than 55 million workers participating in their company’s 401(k) plan. An employer-sponsored 401(k) [...]

By |2019-06-27T13:20:33+00:00June 27th, 2019|Retirement|0 Comments

Which would you choose: health or wealth?

Everyone has a ranking system for the most important things in their lives. Where do you think most participants rank their 401(k) investments? In a recent nationwide survey commissioned by Schwab Retirement Plan Services, it was found that many people would consider their investments more important than their health. Of those surveyed, 73% would trade [...]

By |2019-06-13T08:26:15+00:00November 20th, 2015|Retirement|0 Comments