The SECURE Act - What's It Mean For Me?
The Senate passed the most sweeping retirement legislation in decades - The SECURE Act. Find out how it impacts you here.
PSA: Retirement Plan Contribution Limits for 2019 and 2020
Wondering how much you can sock away for retirement? Knowing the limits for different types of accounts can help you maximize your retirement savings AND save money on taxes.Last week, the IRS released the new deferral rates for 2020. Without further adieu, see below for the 2019 limits and the new 2020 limits so you can stay on top of your contributions.
Cash Balance Plans Part 1: A (Little Known) Smart Retirement Plan Strategy
If you are a business owner and haven’t heard of a cash balance plan before…you’ll want to keep reading to find out if you can save a small fortune in taxes AND ramp up your retirement funds.
Plan Sponsor Series 3: Target This vs. Target That
Target date funds and target risk funds are two common types of investments in 401(k) plans. Both contain pro's and con's for participants and plan sponsors.