It’s that time of year! So, let’s talk about 2023 contribution limits and the recent announcement from the IRS to increase the annual limit. There were some pretty significant changes announced, so here is what you need to know: 401(k) contribution plan limits...
In September 2022, the Center for Retirement Research at Boston College published a study seeking to answer the question: Are women prepared for retirement? The study, done in the 50 years since the passage of Title IX of the Education Amendments of 1972 that...
In recent years, many Americans retired early – likely due to the global pandemic. But when you look at retirement trends, it appears more Americans are back to retiring later and even returning to work. There is data to show these retirement trends, including that...
In the last year, we’ve all seen prices creep up and up – the fact is, inflation rates are at 7% or higher now and it can impact your retirement plan. Since inflation has been relatively low in the past (generally about 4% from the early 1990s until 2020), you might...
In June 2022, the Internal Revenue Service announced a new pilot pre-examination retirement plan compliance program. So, what exactly does this mean? If you are a plan sponsor, now is the time to get up to speed on what this new pilot pre-examination retirement plan...
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