January 13, 2022
A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply with […]
January 13, 2022
Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations In the retirement plan industry, all too often we tend to […]
January 13, 2022
No one wants to be caught flat-footed when the auditors come calling. And with a new standard issued by the American Institute of Certified Public Accountants […]
January 13, 2022
What it is? Your employer’s retirement plan is a defined contribution plan designed to help you finance your retirement. Federal and sometimes state taxes on your […]
January 11, 2022
When it comes to fiscally frugal health insurance options, health savings accounts (HSAs) aren’t exactly new to the game. They’ve been around since 2003 and have […]
December 29, 2021
December effect, January effect, Santa rally and dart-throwing monkeys Back in 1972, Yale Hirsch of the Stock Trader’s Almanac proposed the existence of the Santa Rally […]