IRS Issues Private Letter Ruling on Student Loan Repayment Programs
Aug. 27, 2018: On August 17, 2018, the IRS issued private letter ruling 201833012 (the PLR). The PLR addressed an individual plan...
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A Look Inside the Average 401(k) Plan: How Your Plan Compares
Aug. 20, 2018: As an employer, you face a challenge: attracting and retaining the right talent is necessary to drive your business...
Tax Benefits of Homeownership After Tax Reform
Aug. 13, 2018: Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax...
Plan Sponsors Ask: August 2018
Aug. 6, 2018: Q: We are considering adding auto-enrollment to our 401(k) plan and have seen many reports about the benefits of doing so....
Plan Sponsor's Calendar: AUGUST
Jul. 30, 2018: Consult your plan’s counsel or tax advisor regarding these and other items that may apply to your plan. AUGUST Begin...
Have You Made Any of These Financial Mistakes?
Jul. 23, 2018: As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around...
Attract Millennials with Values-based Investment Options
Jul. 16, 2018: It isn’t surprising that average contributions are generally lower for younger 401(k) plan participants. Not only is...
What is gross domestic product, and why is it important to investors?
Jul. 9, 2018: GDP, or gross domestic product, measures the value of goods and services produced by a nation's economy less the value of...
Plan Sponsors Ask: July 2018
Jul. 2, 2018: Q: There are a few accounts in our 401(k) plan that belong to people we can no longer find. They moved and didn’t give us...
Plan Sponsor's Calendar: JULY
Jun. 25, 2018: Consult your plan’s counsel or tax advisor regarding these and other items that may apply to your plan. JULY Conduct a...
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