The IRS has announced the new 2024 contributions limits. These limits are extremely important to ensure your plan is compliant with IRS regulations. The employee contribution limits for employees participating in 401(k), 403(b), and most 457 plans will be increasing...
Secure 2.0 was signed into law, December of 2022 and there was a lot of information to cover. Our workshops went over all the pertinent optional and mandatory provisions that were allowed under SECURE ACT 2.0. With this in mind, we curated and hosted 20 sessions for...
We are officially in the process of sending out invitations to our entire client list for our SECURE 2.0 ACT workshop webinars. This will be a great opportunity for our clients to learn more and ask questions about SECURE 2.0 ACT. The sessions will be hosted by Greg...
Leadership is not just about leading other people but leading your own fulling life. So we will take a look into how to accomplish that, in this month's book of the month. July's book of the month is, "Leveling Up: 12 Questions to Elevate Your Personal and...
We have added a new date for our webinar series! We have added an additional date for our "ERISA 403(b) or ERISA 401(k)" webinar, where we will explore the differences between 401(k) and 403(b) retirement plans so that you can better help clients know which plan is...
Life gets busy and managing it all can be overwhelming, so learning tips and frameworks to make more productive decisions is invaluable. This month we are taking a look at how productivity can improve different aspects of your life, in our chosen Book of the Month....