May 4, 2023
Benefit Insights Newsletter | Spring 2023
Learn about the importance of education Plan Participants, because the more they know, the better.
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.
Nov 8, 2022
Benefit Insights Newsletter | Fall 2022
In this edition, we discuss the new IRS Cost of Living Adjustments for 2023, proper plan record storage, new plan year checklist, deadline extension for the CARES Act and SECURE Act Amendments, and important 2022 deadlines.
Aug 9, 2022
Benefit Insights Newsletter | Summer 2022
Review the Summer 2022 Edition of Benefit Insights to learn more about the important 2022 deadlines and Form 5500 insights.
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.
Mar 2, 2022
Inside Out: 2021 Annual Report
Check out the 2021 Annual Report, "Inside Out," to see how we focused on what changes we should make from the inside out to better serve our clients and communities and give our employees challenging and fulfilling experiences.
Feb 15, 2022
Benefit Insights Newsletter | Winter 2022
In this edition, we discuss important 2022 deadlines, including Cycle 3 restatements, 401(k) plans for long-term part-time employees, and navigating the labyrinth of required minimum distributions.
Nov 18, 2021
Benefit Insights Newsletter | Fall 2021
The cost of living adjustments were just announced by the IRS and it affects the dollar limitations for retirement plans. Read this edition of Benefit Insights to learn more.
Nov 16, 2021
Plain & Simple | Fall 2021
Review the latest from the Fall 2021 edition of Plain & Simple.