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IRS Announces Limits for 2020 | Safe Harbor 401(k) Plan Design | Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) | The Final Rule on Hardship Distributions

IRS Announces Limits for 2020 | Safe Harbor 401(k) Plan Design | Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) | The Final Rule on Hardship Distributions

by Natalie Harris | Nov 12, 2019 | Uncategorized

IRS Announces Limits for 2020 On November 6th, 2019, the IRS announced the cost of living adjustments affecting the dollar limitations for retirement plans. Contribution and benefit increases are based on a calculated change in the Consumer Price Index and are...
Bucket List: Retirement | Complying with Safe Harbor Deadlines | It’s All in the Design…

Bucket List: Retirement | Complying with Safe Harbor Deadlines | It’s All in the Design…

by Natalie Harris | Nov 12, 2019 | Uncategorized

Bucket List: Retirement The economy continues at its strong pace, keeping unemployment at its lowest rate in nearly 50 years. While this is usually good news, employee financial vulnerability is clouding this sunny forecast. The repercussions are impacting their...
It’s Testing Season! | Know Your Options | The 401(k) Turns 40

It’s Testing Season! | Know Your Options | The 401(k) Turns 40

by Natalie Harris | Nov 12, 2019 | Uncategorized

It’s Testing Season! Qualified plans must perform annual testing to be sure that the plan doesn’t unfairly discriminate in favor of “highly compensated employees” (HCEs) or exceed the contribution limits set forth by the IRS. Depending on your plan...
Automatic Enrollment is on the Rise | Protect Your 401(k)

Automatic Enrollment is on the Rise | Protect Your 401(k)

by Natalie Harris | Nov 11, 2019 | Uncategorized

Automatic Enrollment is on the Rise With the future of Social Security in question, it is becoming ever increasingly important for workers to self- prepare for post-retirement living. Studies show that approximately one out of every three eligible workers choose NOT...

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