401(k) Plans Get IRS Relief
IRS extends administrative relief for 401(k) plans As mitigation measures related to COVID-19 ease, it will be interesting to see which practices and regulatory changes taken in response to the…
401(k) Plan: Maximize it to Save for Retirement
Your 401(k) and Your Retirement Contributing to a tax-advantaged retirement plan can help you reduce taxes and save for retirement. If your employer offers a 401(k) or Roth 401(k) plan,…
How Is Your 401(k) Performing? Do You Know?
Give your 401(k) plan a checkup at least once a year In many industries, offering a 401(k) plan is a competitive necessity. If you don’t offer one and a competitor…
Use Your 401(k) and Roth to Save
Using your 401(k) and Roth plans to save this year and next You can reduce taxes and save for retirement by contributing to a tax-advantaged retirement plan. If your employer…
Working After 70½ and Your RMD
Still working after age 70½? You may not have to begin 401(k) RMDs If you participate in a qualified retirement plan, such as a 401(k), you must generally begin taking…
Are your employees ignoring their 401(k)s?
For many businesses, offering employees a 401(k) plan is no longer an option — it’s a competitive necessity. But employees often grow so accustomed to having a 401(k) that they…
Finding a 401(k) That’s Right for Your Business
Finding a 401(k) A tax advantaged retirement plan has become a much appreciated benefit for employees. For many employers a 401(k) seems a good choice. But several options exist. Following…
Is Your Company’s 401(k) Plan as Good as It Could Be?
In light of a recent SCOTUS ruling, this is a good time to double-check. Provided by Dane A. Wilson, Wealth Management Advisor How often do plan sponsors check up on…
Changing Jobs: What About My Old Retirement Plan?
What do you do with your old retirement plan when you change jobs? First and foremost, don’t take a lump-sum distribution from your old employer’s retirement plan. It generally will…
Retirement Planning: When to Increase Contributions
Should you Increase your Retirement Plan Contributions in 2014? It’s time to start thinking about 2014 retirement plan contributions. Contributing the maximum you’re allowed into an employer-sponsored defined contribution plan…