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2024 Fall: Cost of Living Adjustments for 2025

by Bill Black, Pension Specialist | Nov 8, 2024 | Uncategorized

Fall Newsletter Sneak Peek In this edition, we discuss: Cost of Living Adjustments for 2025 Preventing Late Deposits Higher Catch-Up Contribution Available in 2025 RMD Reminder Upcoming Compliance Deadlines Click on the button below to read the entire article…...

2024 Summer: Effective Communication with Participants

by Bill Black, Pension Specialist | Aug 2, 2024 | Uncategorized

Summer Newsletter Sneak Peek In this edition, we discuss: Effective Communication with Participants Participant Notices: A Quick Overview Mastering the Art of Distributing Participant Notices Plan Ahead for 2025 Long-Term, Part-Time (LTPT) Employees Upcoming...

Spring 2023: Newsletter Plan Participants The More They Know The Better

by Bill Black, Pension Specialist | May 1, 2023 | Uncategorized

Spring Newsletter Sneak Peek In this edition, we discuss: Plan Participants: The More They Know, The Better Beneficiary on File? News Flash! DC Plans: Form 5500 News, DB Plans: Plan Document News Upcoming Compliance Deadlines Click on the button below to read the...

Spring: 2022 Deadlines, Deposit Timing & More

by Bill Black, Pension Specialist | May 4, 2022 | Uncategorized

Spring Newsletter Sneak Peek The spring edition of our Benefit Insights Newsletter has arrived! In this edition, we discuss important 2022 deadlines, including timing of deposits for 401(k)/403(b) deferrals and loan repayments and new information on participant...

Spring 2020: Understanding the CARES Act

by Bill Black, Pension Specialist | Apr 9, 2020 | Uncategorized

CARES Act The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into Law on Friday, March 27, 2020. Besides the generalized financial relief afforded to individuals, as well as loans and other concessions for businesses, the massive relief bill...

Recent Posts

  • Winter 2025: Keep on Talkin’
  • 2024 Fall: Cost of Living Adjustments for 2025
  • 2024 Summer: Effective Communication with Participants
  • Spring 2024: Is Automatic Enrollment Required for Your Plan?
  • Winter 2024: Components of Defined Contribution Plan Compliance Testing
  • Fall 2023: Cost of Living Adjustments for 2024
  • Summer 2023: Bonds: Is your plan covered?
  • Spring 2023: Newsletter Plan Participants The More They Know The Better

Learn More About…

  • Common Retirement Mistakes
  • Compound Interest
  • The Retirement Crisis
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Latest News…

  • Winter 2025: Keep on Talkin’
  • 2024 Fall: Cost of Living Adjustments for 2025
  • 2024 Summer: Effective Communication with Participants
  • Spring 2024: Is Automatic Enrollment Required for Your Plan?

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Bill Black
888.412.4120
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Bill@PensionSpecialist.net

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