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Rollovers

Your retirement plan is one of the most important decisions you’ll make. Here are articles about rollover retirement plans.

3 Areas Where Employee Financial Wellness Can Affect Your Organization

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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Bridging the Retirement Income Gap

Bridging the Retirement Income Gap

Bridging the Retirement Income Gap When estimating the amount of income needed in retirement, you may start by considering the type of lifestyle you want to live and the age at which you’d like to retire. But as retirement age nears, it may become apparent that prior...

Investing Do’s and Don’ts

Investing Do’s and Don’ts

Investing Do's and Don'tsWith contributions from Harrison MacDonald If you’ve thought about investing but have no idea how to get started, you’re not alone. Investing isn’t something taught in our high school curriculum so by the time you’re a little older and earning...

2021 IRS Retirement Plan Contribution Limits

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...

CARES Act 2020: What You Must Know About Retirement Plans

CARES Act 2020: What You Must Know About Retirement Plans

As the COVID-19 pandemic continues to evolve, we remain committed on providing our clients the highest level of service. You may be aware that Congress has passed the Coronavirus, Aid, Relief and Economic Security (CARES) Act with provisions to positively impact...

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...

What to know about the SECURE Act

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

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. ...

Return to the Wild West for Texas 403(b) Plans?

Return to the Wild West for Texas 403(b) Plans?

Written by Mike Cochran Eighteen years ago, the Texas Legislature implemented what could arguably be described as the best system in the U.S. for regulating 403(b) plans in Texas public schools.  In 2019, the Legislature dismantled that system. The Legislature...

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