by Bill Black, Pension Specialist | Feb 21, 2021 | Newsletters
Winter Newsletter Sneak Peek In this edition, we explore multiple employer plans, relief provided under the most recent federal stimulus bill, and proper handling of salary deferral contributions, including DOL COVID-19 relief. Click on the button below to read the...
by Bill Black, Pension Specialist | Nov 5, 2020 | Newsletters
2021 Cost of Living Adjustments On October 26, 2020, the IRS announced the COST OF LIVING ADJUSTMENTS affecting the dollar limitations for retirement plans. Contribution and benefit increases are intended to allow participant contributions and benefits to keep up with...
by Bill Black, Pension Specialist | Aug 3, 2020 | Newsletters
Electronic Delivery Could Save Billions On May 21, 2020, the U.S. Department of Labor and the Employee Benefits Security Administration (EBSA) announced the publication of a final rule that will allow employers to communicate the required retirement plan disclosures...
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… ...
