Category Archives: Blog
HSAs are an Underutilized Retirement Investment Vehicle
Employers who offer a high deductible health insurance plan (HDHP) may offer an HSA. Health [...]
Oct
The Evolution of Hardship Distributions
Congress continues to pass laws allowing participants better access to their retirement accounts while actively [...]
Sep
IRS Increases ACA Affordability Rate for 2024
The Affordable Care Act (ACA) requires employers with more than 50 full-time employees (or equivalent, [...]
Sep
What Plan Sponsors Need to Know About The New Long-Term Part-Time Employee Rules
The SECURE 2.0 Act, a follow-up to the Setting Every Community Up for Retirement Enhancement [...]
Aug
Secure 2.0 Act – Roth Catch-Ups for High-Wage Earners Extended for Two Years
Under current law, catch-up contributions to a 401(k), 403(b), or governmental 457(b) plan can be [...]
Aug
2024 HSA Limits Announced
The Internal Revenue Service (IRS) has announced the 2024 HSA limits. Similar to 2023, due [...]
May
End of the National Emergency and Outbreak Period
Employers will soon no longer be required to extend certain health and welfare benefit deadlines. [...]
May
How the SECURE 2.0 Act will Impact your Retirement Plan Starting in 2025 and Beyond
Legislative Highlights It is no surprise that the SECURE 2.0 Act continues to dominate the [...]
Mar
Health and Welfare COVID-19 Extended Deadlines to End Soon
The White House announced its plan to end both the national and the public health emergencies on [...]
Feb
How the SECURE 2.0 Act will Impact your Retirement Plan in 2024
Legislative Highlights As the SECURE 2.0 Act makes its way through the headlines, plan sponsors [...]
Feb