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Retirement Plan Limits Announced for 2017 Tax Year

Nov 3, 2016 | Benefits, Legislative, Retirement Plans

On October 27, 2016, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2017. Highlights of Limitations That Remain Unchanged From 2016: The contribution...

How Long Should Retirement Plan Records Be Retained?

Jun 3, 2016 | Benefits, Retirement Plans

Maintaining an employer-sponsored retirement plan can be an onerous task. With Basic Plan Documents, interim amendments, required restatements, Summary Plan Descriptions, enrollment and beneficiary forms, and federal forms it’s easy to see just how much paper a...

Saving For Retirement and Eating Vegetables Have More In Common than Previously Thought

Sep 10, 2015 | Benefits, Retirement Plans

When we were children, none of us wanted to eat our vegetables. We were told the benefits of eating them, but the constant begging from our parents produced little results. As we fast forward to adulthood, we’ve found that not only do we eat our vegetables, we...

The Importance of Positioning Health & Retirement Benefits Together

Aug 11, 2015 | Benefits, Retirement Plans

It is no secret that health care is a top concern for employers and employees, as legislative reform and rising costs are challenging company resources and limiting employers ability to offer the type of benefit packages that have become the standard. With limited...

Surprise! Savings Is the Most Important Driver of Retirement Readiness

Jun 3, 2015 | Benefits, Retirement Plans

The Aegon Retirement Readiness Survey for 2015, titled Inspiring a World of Habitual Savers, just came out and showed that habitual savers are more prepared than those that save periodically. While this may not come as a surprise to many, the survey highlights just...
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