Articles

Finding a 401(K) That’s Right for Your Business

By and large, today’s employees expect employers to offer a tax-advantaged retirement plan. A 401(k) is an obvious choice to consider, but you may not be aware that there are a variety of types to

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2 Tax Law Changes That May Affect Your Business’s 401(k) Plan

When you think about recent tax law changes and your business, you’re probably thinking about the new 20% pass-through deduction for qualified business income or the enhancements to

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It’s Time to Get More Creative with Retirement Benefits Communications

Employees tend not to fully appreciate or use their retirement benefits unless their employer communicates with them about the plan clearly and regularly. But workers may miss or ignore your

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Money Minute: Business Retirement Plan Design

Now that you have your business up and running, it is time to start considering which retirement vehicle might be an appropriate fit for your company.

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Key Retirement and Tax Numbers for 2018

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction

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What Is an ERISA Fiduciary?

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit plans. At the time, there were

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Key Retirement and Tax Numbers for 2017

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction

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Identify All of Your Company’s Retirement Plan Fiduciaries

Your company probably offers its employees a retirement plan. If so, can you identify all of your plan fiduciaries? From a risk management perspective, it’s critical for business owners to know

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IRA and Retirement Plan Limits for 2017

IRA contribution limits

The maximum amount you can contribute to a traditional IRA or Roth IRA in 2017 is $5,500 (or 100% of your earned income, if less), unchanged from 2016. The maximum catch-up

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Company Retirement Plans – What You Need To Know About Your Fiduciary Responsibility

When you decide to establish a retirement plan for your employees, you need to realize that you could be opening yourself up to additional risk.

 By virtue of sponsoring a qualified retirement

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