Key Retirement and Tax Numbers for 2021

03/02/2021
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2020 Economic Outlook

01/14/2020
The U.S. economy will likely enter its 12th year of economic expansion in 2020, continuing the longest growth period in history.

Pension Plan Limits for Tax Year 2020

01/03/2020
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2020.

Women and Estate Planning Basics

12/23/2019
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5 years longer than men.

Social Security Retirement Benefit Basics

12/23/2019
Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you've been working and the amount you've earned.

What are Corrective Distributions and How to Avoid Them Going Forward

12/09/2019
This article will take a brief look at ways to correct a failed “ADP” test, the non-discrimination test mandated by the Internal Revenue Code to determine whether 401(k) elective deferrals unfairly favor highly-compensated employees.

How Data Analytics Can Help You Make Retirement Plan Decisions

11/14/2019
If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component of plan governance. Data analytics are becoming a meaningful part of defined contribution plan governance for retirement plan fiduciaries.