Is Rising Debt Affecting Retirement Decisions?

December 10, 2019 | posted in: Blog, Employee Education | by

Swelling numbers of Americans these days are working in retirement, taking part-time jobs and launching businesses. They’re also, however, breaking the mold in a potentially worrisome direction: embracing debt.  This is a troubling trend; here’s some advice about what to do about it, via Chris Farrell.

Thinking About Relocating To Trim Retirement Expenses?

November 18, 2019 | posted in: Blog, Employee Education | by

Some folks nearing retirement think about relocating to trim expenses; here are some “hidden” costs to consider as you weigh your options.

Think Virtual Reality Is Just For Kids?

November 12, 2019 | posted in: Blog, Employee Education, Plan Sponsor Corner | by

Not so fast…some companies are using it to help plan retirement!  VR and online visual aids are giving workers a better idea of how much they need to save; read more about how.

Deadline For Funding 401(k) Deferrals!

October 21, 2019 | posted in: Blog, Plan Sponsor Corner | by

Many employers think the deadline for depositing a 401(k) contribution is the 15th business day of the month after they withheld the contribution from an employee’s wages.
That is not correct, though.  Employers who wait until the 15th day of the following month to deposit deferrals might find out that they owe a penalty, among other unpleasant consequences.   Read More  »

Preparing For Life After Retirement – It’s Not JUST The Financials!

September 25, 2019 | posted in: Blog, Employee Education | by

Planning for a financially successful retirement is critically important, but you need to prepare for it emotionally too! Read on for 10 tips to do just that.

Confused Abut How the New Tax Law Affects You?

September 12, 2019 | posted in: Blog, Employee Education | by

Don’t worry, you’re not alone!  In 2018, the most significant changes to U.S. individual taxes since 1986 took effect. Now that there’s more clarity in the rules, and a better understanding of how the Tax Cuts and Jobs Act affects your personal tax situation, you may want to adjust your withholding to reflect the changes.  Click here to learn more.