March 10, 2022
Survey Says… What’s Your Take on Financial Wellness Programs? A recent comprehensive TIAA survey of financial wellness plan participant perceptions may be helpful to plan sponsors […]
February 9, 2022
At what age can retirement plan distributions begin? When can a person begin to receive Social Security? As you get closer to your retirement date you […]
February 9, 2022
Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1 states that “a loan will be […]
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 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
A pre-retirement checklist to make early (or earlier) retirement a reality As we approach the New Year, maybe the dream of an early retirement starts to […]