Job Search Tips for Recent Grads
If you are a recent college graduate, you may initially find yourself unemployed, but that doesn’t mean you don’t have a job! In fact, looking for a job today can be a full-time endeavor. Fortunately, there are steps any graduate can take to increase the chances of...
What You Need to Know About Maximizing Social Security
Social Security is a key part of retirement planning and it needs to be part of the planning conversations before you retire and make any irreversible decisions regarding Social Security income. Photo by Kenny Eliason on Unsplash Social Security is the closest thing...
“SECURE 2.0” Passes Congress – H.R.2617 – Consolidated Appropriations Act, 2023
The significant retirement legislative package known as “SECURE 2.0” was passed on December 23, 2022 as part of the 2022 omnibus appropriations bill. The legislation is an important step forward in providing more Americans with greater retirement security. The 350+...
Worried about Stocks? Why Long-Term Investing is Crucial.
We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance....
Plan Sponsor’s Quarterly Calendar -2nd Quarter
April If a plan audit is required in connection with the Form 5500, make arrangements with an independent accountant/auditor for the audit to be completed before the Form 5500 due date (calendar-year plans). Audit first quarter payroll and plan deposit dates to ensure...
Plan Sponsor’s Quarterly Calendar
January Send payroll and employee census data to the plan’s recordkeeper for plan-year-end compliance testing (calendar-year plans). Audit fourth quarter payroll and plan deposit dates to ensure compliance with the DOL’s rules regarding timely deposit of participant...