The IRS has released the Annual Plan Limitations for 2024 for defined contribution and defined...
Employee Benefits
Read the latest blog posts about employee benefits for tips on getting ahead in today’s competitive job market.
3 Areas Where Employee Financial Wellness Can Affect Your Organization
3 Areas Where Employee Financial Wellness Can Affect Your Organization Perhaps not surprisingly, the latest PwC Employee Financial Wellness Survey found that 40% of full-time employees said their top financial pressure is that everything costs more these days. Only...
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Are Millennials Forced to Plan for Retirement Years Earlier Than Boomers?
Written by: Chris Jamail Millennials have been accused of being entitled, but what if the truth is that they’re paying closer attention to the future than their parents did? A recent study found that 36% of Millennials are planning for retirement (compared to 31% of...
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...
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
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
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
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...