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November 30th, 2018

Maximum Benefit and Contribution Limits Table 2019

Our Maximum Benefit/Contribution Limits Table has been updated with 2019 information. A PDF version of the table may be downloaded.Read more >

House Tax and Retirement Reform Bill Includes Provisions Not Included in Previous Bill

Early in the last session of the 115th United States Congress, House Republicans have put forward a sweeping bill that includes potentially significant retirement reforms, such as broadening the opportunity for small businesses to join open multiple employer retirement plans (MEPs). Section 307 addresses the treatment of custodial accounts on termination of section 403(b) plans, and Section 308 addresses clarification of retirement income account rules relating to church-controlled organizations.Read more >
Groom Law Group and Cammack Retirement Group will field your questions concerning 403(b) plans and regulations. Email rebecca.moore@strategic-i.com with Subject Ask the Experts

Advisers Give Keen Insight Into Monthly Retirement Income Needs

Nearly all of those who work with an adviser feel they have prepared themselves well for estimating their monthly income needs in retirement, Voya Financial learned in a survey.Read more >

Most Retirement Risk Concerns Decrease With Age

The Society of Actuaries says individuals must first understand all the risks related to retirement so they can take steps to manage them.Read more >

Wells Fargo Launches Retirement Income Planning Center

The new online resource is specifically designed to help those older than age 50 with key issues to consider as they near retirement.Read more >

Most Employers Don’t Consider Their Financial Wellness Programs ‘Holistic’

Employers surveyed by the Employee Benefit Research Institute (EBRI) noted that they face many challenges in offering financial wellness initiatives. The survey also found education and government-run organizations were more likely to use a nonprofit or government agency partner compared to other industries.Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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