Finance News & Insights

IRS releases 2019 pension plan limits – here’s what’s changing

The feds keep on cranking out the year-end updates! Up next: cost-of-living pension plan limits. [Read more…]

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Retirement plans: An involuntary step 97% of folks are glad their companies took

Employees are finally starting to come around to retirement savings tactics they had seen as intrusive and sneaky just a few short years ago. [Read more…]

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IRS: Here’s how to find and fix the top 401(k) mistakes before it’s too late

Good news: There’s a recently updated tool that offers specific tips on how to find, fix and avoid all types of common 401(k) mistakes before those issues turn into costly penalties and even lawsuits. [Read more…]

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Want to keep job-hopping Millennials long term? Offer this financial benefit

If you’re looking to hire Millennials in your Finance department but afraid of their job-hopping reputation, there’s one seldom-offered perk that will guarantee they stick around for the long term. [Read more…]

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Fiduciary compliance: A 15-point checklist that covers all your bases

Between recent court verdicts against employers and the potential adoption of the DOL’s fiduciary rule, fiduciary compliance is more critical than ever. The steps in this strategy essentially guarantee you and your plan are in compliance. [Read more…]

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401(k) hardship distributions: IRS clarifies what it deems OK

Now may be a good time to get your Payroll folks to take a closer look at your retirement plan’s hardship distribution procedures to see if they gibe with the feds’ standards. [Read more…]

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What are CFOs top retirement plan worries now?

Fiduciary risk has long been Finance chiefs’ top concern regarding their retirement plans. But it looks like fiduciary issues are keeping fewer of your peers up at night these days. [Read more…]

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How does your 401(k) plan compare with the national norm?

Many features of employer-sponsored 401(k)s vary greatly from company to company. So what does a “typical” 401(k) look like?     [Read more…]

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Is student loan repayment benefit the new 401(k)?

Just three percent of employers currently offer student loan repayment benefits. But based on a number of reliable factors, that number may skyrocket in the not so distant future.   [Read more…]

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3 topics your 401(k) investment committee needs to address ASAP

Is your 401(k) investment committee doing everything it should? With Finance execs being asked to take a more active role in their companies’ retirement plans, that’s a question that needs to be examined on a regular basis. [Read more…]

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