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Employee Benefits

Read the latest blog posts about employee benefits for tips on getting ahead in today’s competitive job market.

Why Financial Education Matters Today

Why Financial Education Matters Today

Why Financial Education Matters Today April is National Financial Literacy Month - and we are suggesting some changes. Americans are in need of financial education and coaching, and the goal should be more than basic literacy, it should be financially empowering our...

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2022 IRS Retirement Plan Contribution Limits

2022 IRS Retirement Plan Contribution Limits

The IRS has released the Annual Plan Limitations for 2022 for defined contribution and defined benefit plans. 403(b), 457(b), & 401(k) elective deferral, catch-up and other key limits are listed below.Click here to download a PDF version of this...

New: Track Your Distribution Status

New: Track Your Distribution Status

We’re excited to introduce our new Distribution Tracker widget designed to help you stay informed about your request every step of the way. Gone are the days you had to call and speak to an Agent to get an update on the status of your paperwork. How it works is...

Emergency Savings

Emergency Savings

In 2017, 34% of American households experienced a major, unexpected expense – and only 39% of Americans said they would be able to cover even a $1,000 emergency. Every financial plan should start with an emergency savings – it’s the backbone, foundation, and buttress...

New 403(b) Rules Adopted by TRS

New 403(b) Rules Adopted by TRS

The Teacher Retirement System of Texas (TRS) was given authority by the Texas Legislature in 2001 to oversee 403(b) companies and products.  In our view, they have done an excellent job of fulfilling their responsibilities over the past 16 years while managing to...

Update on New 403(b) Rules Proposed by TRS (November 1, 2017)

The Teacher Retirement System of Texas (TRS) was given authority by the Texas Legislature in 2001 to oversee 403(b) companies and products.  In our view, they have done an excellent job of fulfilling their responsibilities over the past 16 years while managing to...

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