by Dayle Scheinman | Feb 20, 2025 | Employee Benefits, Financial Health
In 2025, 401(k) plan sponsors should be mindful of several key areas to ensure compliance and optimize the benefits for their employees. These areas include new requirements, updated contribution limits, and expanded participation opportunities. By addressing these...
by Dayle Scheinman | Feb 11, 2025 | Taxes
Philanthropic giving, the act of contributing time, money, or resources to support charitable causes, can have a range of benefits for both individuals and society as a whole. Here are some compelling reasons why people should consider philanthropic giving: 1) Social...
by Dayle Scheinman | Jan 29, 2025 | Taxes
February: The Ideal Time to Prepare Your Taxes February is a great month to get your tax preparation in order. As the tax season approaches, taking the time to organize your finances can save you stress and ensure that you take advantage of all available deductions...
by Dayle Scheinman | Jan 30, 2024 | Retirement Planning
What should plan sponsors consider when examining alternative investments as an in-plan investment option? by Jessica Johanson, CIMA®, CRPS® What’s Driving DC Plans’ Interest in Alternatives? Although Defined Benefit (DB) plans have included alternative investments...
by Dayle Scheinman | Jan 30, 2024 | Retirement Planning
Last year, employers and retirement plan providers had to learn and understand the implications of new provisions, especially those effective immediately, including a change in the required minimum distribution age from 72 to 73 and that will continue to change to age...
