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(b)INFORMED

Book of the Month: January 2023

Book of the Month: January 2023

Welcome back to Book of the Month and Happy New Year! Our chosen book for January is, "The 21 Irrefutable Laws of Leadership" by John C Maxwell. It is a new year, and a great opportunity to sharpen your leadership skills. John Maxwell goes over a multitude of "laws"...

Secure Act 2.0

Secure Act 2.0

As you may know, the legislation package known as SECURE 2.0 was signed into action by President Biden, at the end of 2022. There are changes that will affect how participants manage their retirement plan. There is a lot of information to go over, so we will be...

2023 Contribution Limits

2023 Contribution Limits

The IRS has released the a lot of new information for the upcoming year. This week we take a look at the new contribution limits and compare them to last year. These limits are extremely important to ensure your plan is compliant with IRS regulations. The contribution...

Cybersecurity Awareness Month

Cybersecurity Awareness Month

October is Cybersecurity Awareness Month and we will be going over some general tips and reminders to keep yourself safe online! Most of us are interacting online as part of our job and our personal lives everyday, and coming into contact with possible threats....

Self Corrections

This week in our (b)informed series we are tackling the subject of self-correction. Making sure your plan documents are up-to date and compliant is extremely important. If the plans are not, self-correction can be a vital tool to remedy that for plan sponsors. The...