It’s time to take action and update your 2018 401k and IRA savings accordingly Recently, the Internal Revenue Service (IRS) announced changes to annual limits for contributions to 401(k), IRA and other qualified retirement plans for 2018. There was good news for 401(k) participants on contribution limits and the tax…
Posts Tagged: 401(k)
It’s 401(k) Decision Day!
by Kathy Duffy, on 07.26.2017Plan sponsors: are you ready for 401(k) Decision Day? Do you know the important elements of good employee retirement education? Our latest video offers specific suggestions.
Beneficiary Designations: 3 Things Plan Sponsors Can Do
by Kathy Duffy, on 05.30.2017It’s important that a 401(k) participants account is paid out in accordance with their wishes if something happens to them. We highlight three things a plan sponsor can do for their participants regarding up-to-date beneficiary designations. Retirement plan sponsors have many levers they can pull to help shape participants’ retirement…
A Retirement Partnership: Tying the Knot with a 401(k) and an HSA
by Kathy Duffy, on 05.11.2017There’s a relatively new retirement partnership that you may not know about. It’s common for employers to view health benefits and retirement benefits as separate entities. Each type of benefit offers something different to workers, and they are both governed by their own unique set of regulations. In fact, the…
401(k) Oversight: A Who’s Who
by Kathy Duffy, on 04.18.2017Do you know who’s who in the world of the 401(k)? With 401(k) plans set to celebrate their 40th birthday in 2018, their popularity continues to grow. Assets neared the $5 trillion mark at the end of 2016. 401(k) plans are a great way for participants to save for their…