▶️ Watch Now: This Simple Change Made a Big Impact for StaffSchool districts across Texas continue...
For Employers
2025 Retirement Plan, HSA, and IRA Contribution Limits
The IRS has released the Annual Plan Limitations for 2025 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...
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Is Financial Wellness a Must-Have Employee Benefit?
Employee stress is growing. A new survey by John Hancock shows the prevalence of stress has doubled since the start of the COVID-19 pandemic. Currently, two-thirds of Americans feel financial stress, with 27 percent feeling “high levels” of financial stress. Because...
2021 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2021 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...
2020: Presidential Tax Plan
Democratic Presidential nominee Joe Biden has released a tax plan that could seek to increase taxes on high net worth individuals. Although it is a campaign platform, it provides insight into the intended direction and changes that could take effect. Though it is...
The Financial Wellness Trifecta
Written by: Mason MosesMy family enjoys watching the Triple Crown horse races; the Kentucky Derby, Preakness Stakes, and the Belmont Stake. We are not racing experts by any means, but the pageantry, tradition, amazing animals, and fun in attempting to pick the winner...
FinPath as a Beacon in Uncertain Times
Unless you’ve been on a deserted island or are returning from an interstellar voyage in space, you know COVID19 has wreaked havoc on every aspect of normal life across the globe. Many have lost their job, have watched helplessly as friends and loved ones have fallen...
What to know about the SECURE Act
The SECURE Act ("Setting Every Community Up for Retirement Enhancement Act of 2019”) was passed in 2019 and took effect on January 1, 2020. The Act is a bi-partisan piece of legislation passed by Congress in an attempt address the lack of retirement savings among...
2020 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2020 for defined contribution and defined benefit plans. The 403(b), 457(b), & 401(k) elective deferral limits, catch-up limits and other key limits for 2020 have changed and are listed below. ...
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...
Update on New 403(b) Rules Proposed 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...