by Bill Black, Pension Specialist | Feb 4, 2020 | Newsletters
SECURE Act The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into Law on December 20, 2019. The SECURE Act represents some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006,...
by Bill Black, Pension Specialist | Aug 7, 2019 | Newsletters
The economy continues at its strong pace, keeping unemployment rates 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 ability to save for...
by Bill Black, Pension Specialist | May 8, 2019 | Newsletters
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… ...
by Bill Black, Pension Specialist | Feb 14, 2019 | Newsletters
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...
by Bill Black, Pension Specialist | Nov 7, 2018 | Newsletters
Hardships Get a Little Easier Earlier this year, the Bipartisan Budget Act of 2018 was passed by Congress and signed into law. While this law made several changes that impact retirement plans, one provision changing the rules around hardship distributions is...
