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"...
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...
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...
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....
Welcome back to Book of the Month! Our chosen book for September is “The 5 Disciplines of Inclusive Leaders: Unleashing the Power of All of Us" by Andrés T. Tapia and Alina Polonskaia. Diversity and inclusion in the workplace are extremely important, and it is...
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...