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Visualize Retirement - What Are Your Participants Saving For?

Visualize Retirement - What Are Your Participants Saving For?

Tuesday, March 19, 2019 - Associated Financial Group

All too often, retirement planning success is measured purely by financial metrics: savings amounts (15 percent per year), income replacement ratios (75 percent of preretirement income), or withdrawal strategies (4 percent per year). And the most critical part of planning for retirement is forgotten: the plan itself.

Department of Labor Issues Relief Guidance for Victims of California Wildfires

Department of Labor Issues Relief Guidance for Victims of California Wildfires

Tuesday, March 05, 2019 - Associated Financial Group

The U.S. Department of Labor (DOL) recently issued benefit plan guidance and relief for plans and participants affected by the 2018 California Wildfires. The DOL recognizes that plan sponsors and participants may be affected in their ability to achieve compliance with various regulatory requirements. The guidance generally applies to all parties involved in employee benefit plans located in areas identified by FEMA as disaster areas, listed here: www.fema.gov/disasters.

Hardship WIthdrawals - The Internal Revenue Service Issues Proposed Regulation Reflecting Statutory Changes

Hardship WIthdrawals - The Internal Revenue Service Issues Proposed Regulation Reflecting Statutory Changes

Tuesday, February 19, 2019 - Associated Financial Group

This past November, the IRS issued proposed regulations to effectuate changes made for hardship withdrawals in the Bipartisan Budget Act of 2018. Comments were due by Jan. 14, 2019. Although the statutory changes are effective beginning in 2019, the proposed regulations do not require any changes in how hardships are administered until 2020.

As They Always Say, Things Never Matter Until They Matter

As They Always Say, Things Never Matter Until They Matter

Tuesday, February 05, 2019 - Associated Financial Group

Municipal bond holders may not appreciate the risks they are undertaking. Municipal bonds have always been viewed as an ultra-safe investment. However, in recent years a number of pundits have predicted widespread defaults on these bonds precipitated by growing unfunded state and local pension liabilities.

Repay Student Loans or Save in a Retirement Plan? Why not Both?

Repay Student Loans or Save in a Retirement Plan? Why not Both?

Tuesday, January 22, 2019 - Associated Financial Group

Many employees feel squeezed to both pay off their debt and save for their future. A recent Private Letter Ruling (PLR) opens the door for employers to help them.

Records and Their Expiration Dates

Records and Their Expiration Dates

Tuesday, December 18, 2018 - Associated Financial Group

“What records should I keep? How long should I keep them? How should I organize my files?” Advisors have been asked these questions time and time again by plan sponsors looking for a general guideline for record expiration dates.

Six Easy Steps Towards Keeping Your Plan Assets Safe

Six Easy Steps Towards Keeping Your Plan Assets Safe

Tuesday, December 04, 2018 - Associated Financial Group

Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always smart with the rest of their personal information.

As 2019 is fast Approaching, a Reminder about the Changing Rules for Hardship Withdrawals

As 2019 is fast Approaching, a Reminder about the Changing Rules for Hardship Withdrawals

Tuesday, November 27, 2018 - Associated Financial Group

The opportunities to take in-service distributions from retirement plans are limited prior to age 59½. An exception is hardship withdrawals.

IRS Announces 2019 Retirement Plan Limits

IRS Announces 2019 Retirement Plan Limits

Tuesday, November 06, 2018 - Associated Financial Group

IRS Limits on Retirement Benefits and Compensation

As published in IRS News Release IR-2018-83, Nov. 1, 2018

Don't Let Your Retirement Plan Turn from Benefit to Liability

Don't Let Your Retirement Plan Turn from Benefit to Liability

Tuesday, October 23, 2018 - Associated Financial Group

A retirement plan is important to your business — and to all the employees relying on it for income later in life. However, mistakes and confusion can turn retirement plans from an attractive benefit into a liability.
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