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...
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...
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...
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...
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...
