News & Updates

Using your 401(k) plan to save this year and next

You can reduce taxes and save for retirement by contributing to a tax-advantaged retirement plan. If your employer ...
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You may be ABLE to save for a disabled family member with a tax-advantaged account

There’s a tax-advantaged way for people to save for the needs of family members with disabilities — without ...
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Must employers distribute initial COBRA notices every year?

When an employer’s staff size reaches 20 or more, it’s generally required to offer “COBRA” health care coverage ...
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Phased retirements can capture intellectual capital, help older workers

When retiring employees walk out the door for the last time, they often leave with more than fond ...
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Cash balance plans offer an intriguing pension possibility

Pension plans aren’t as popular as they used to be. For years now, employers have been moving from ...
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Small businesses: Can’t offer an FSA? Consider a QSEHRA

Like many small business owners, you may be unable to sponsor a major medical plan at this time. ...
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5 important questions to ask about paid parental leave

Under federal law, there’s no mandate for an employer to offer compensated time off to mothers and fathers ...
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A few basics of safe harbor 401(k) plans

Many growing businesses and other types of employers want to offer a 401(k) plan but don’t want to ...
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DOL expands retirement plan options for smaller businesses

The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller ...
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Employee pickup of SPDs isn’t a good idea

Many organizations have employees who become eligible for benefits during their employment. At such time, the employer must ...
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