On November 1, 2018, the Internal Revenue Service (IRS) released Notice 2018-83 announcing cost-of-living adjustments affecting dollar limits for pension plans and other retirement-related items for tax year 2019. Many pension plan limits will change next year because the increase in the cost-of-living index has met the statutory thresholds that trigger their adjustment. Other items, … Continued
Generally, plans that must comply with ERISA must file a Form 5500 by the last day of the seventh month after the close of their plan year. For calendar year plans this means the due date for the Form 5500 is July 31. Government plans (which includes most public schools) generally do not need to … Continued
The Department of Labor website is overflowing with cases of regulators taking action against employers accused of mishandling employee benefit plans.
See how employers and plan sponsors must stay on top of changes in government regulations and rules.
Four false assumptions that a lot of people in their 30s make—and ways to help them to stay on the right track for retirement.
Just as they are combing through health plans looking for cost-cutting opportunities, so are employers trimming the fat off employee 401(k) plans.
Wednesday’s last-minute negotiations on raising the nation’s borrowing limit could impact 401(k)s, Roth retirement vehicles and more, if similar past showdowns give any indication.
Don’t leave retirement on the back burner. Take control of your financial future by being proactive with your investments.
Here are three obstacles that plan sponsors need to overcome to propel participants successfully down the road to retirement readiness
Being a 401(k) plan participant requires you to take charge of your retirement saving and investing, so don’t let confusion or uncertainties leave you on the sideline. Instead, here are five things you can do to step up
