Key Areas of Focus for 401(k) Plan Sponsors
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...
10 Reasons to Consider Giving Back
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...
Steps for Tax Preparation in February
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...
The Democratization of Alternative Investments in 401(k) Plans
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...
SECURE 2.0 One Year Later: What to look for in 2024
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...
Yes, You CAN Get Out of Debt
In America today, carrying some debt is unavoidable, and even desirable, for most households. But between mortgages, car payments, and credit cards, many Americans find themselves over their heads -- unable to dig out from under a growing debt burden that consumes an...