Nov 17, 2023
Benefit Insights | Fall 2023
On November 1, 2023, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations for retirement plans for 2024. In October, the Social Security Administration announced a modest benefit increase of 3.2%. Retirement plan limits also increased over the 2023 limits. Keep reading to learn more.
Sep 6, 2023
Plain & Simple | Summer 2023
It’s hard to believe that we are through the summer months and school is about to start. We are heading into the fall and hopefully, the start to your year has been positive and things continue to go well. Businesses have faced massive challenges and have undergone an incredible amount of change over the past few years. That will continue in 2023 and beyond but companies are in a stronger position to handle changes and adapt quickly.
Jul 5, 2023
Plain & Simple | Spring 2023
Bright Business Insights For Owners This Spring 2023 It’s hard to believe that we are already halfway through 2023. I hope that the start to your year has been positive and that things continue to go well. Businesses have faced massive challenges and have undergone an incredible amount of change over the past few … Continued
Feb 8, 2023
Benefit Insights Newsletter | Winter 2023
The effective date of enactment for SECURE 2.0 Act of 2022. Details on effective for Plan years beginning on or after 1/1/23, 1/1/24, 1/1/25 for SECURE 2.0. Year-End Data Requests. Action items for SECURE 2.0 coming soon. Upcoming Deadlines for Calendar-Year Plans.
Feb 7, 2023
Plain & Simple | Winter 2023
As you gear up for business in 2023, take a look at recent history to understand the changes and challenges businesses have faced: Inflation, supply chain interruptions and delays, rising interest rates, the threat of recession, and global instability. So how do we respond to the unknowns and prepare ourselves to be successful in a challenging environment? We wanted to highlight key business trends to consider for your business model.
May 11, 2022
Plain & Simple | Spring 2022
Reflecting on our previous issue of Plain & Simple, a lot of the issues people were dealing with last Fall still remain true, including labor shortages and supply chain issues. Only now we’ve also added inflation that hasn’t been seen in years, rising fuel and energy prices, and general uncertainty around global security and the global economy.