"Retirement Plans" Articles

Including Millennial Workers in 401k Plan Design

January 2019

Compensation, Contributions, Distributions, General, Plan Design, Retirement Plans

Businesses all over the United States are seeing changes in their workforce as baby boomers begin to retire and more and more millennials enter the workforce. In fact, according to a U.S. Bureau of Labor Statistics study, millennials became the... Read more

How to Meet Fiduciary Responsibilities for Your Small Business

January 2019

Beneficiaries, General, Plan Design, Retirement Plans, Welfare Plans

Let’s face it – reviewing your company’s retirement plan design every year can be tedious – and complicated. It can seem like a headache and a hassle – not only for you, but for your employees. After all, as shown... Read more

New Limits for 2019

December 2018

Retirement Plans

For the year 2019, the IRS has made a number of changes to the various limits that govern 401(k) plans. Here are the plan limits for 2019. Please contact your plan consultant if you have any questions about what these... Read more

A Defined Benefit Plan Might Up Your Contribution Allowance

April 2018

Plan Design, Retirement Plans

If you are feeling held back by the limits of what you are allowed to contribute to your 401(k) plan, all hope is not lost. A defined benefit plan may be an attractive addition to your retirement strategy. For the... Read more

Lots of Questions!

January 2018

Retirement Plans

As we enter into tax season, we just wanted to provide a little explanation of what needs to be done for your retirement plan every year to meet IRS and Department of Labor requirements and why we need to ask…... Read more

2018 Plan Limits Update

January 2018

Retirement Plans

Just a quick update: After we sent out the new Limits for 2018 in last month’s newsletter, the Social Security Administration reduced the 2018 wage base slightly from $128,700 to $128,400.