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Tips on How to Develop Effective Employee Education

Tips on How to Develop Effective Employee Education

Tuesday, January 08, 2019 - Associated Financial Group

One of the principles of fiduciary duty is to provide your employees and participants with a variety of educational opportunities so they can position themselves to make informed investment decisions. It’s not always easy to know what your participants need, want or will take advantage of. Using a simple framework for your educational program may help increase the effectiveness of your program and may help plan sponsors meet this important fiduciary responsibility.

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.

How and When to Pay Plan Expenses With Plan Assets

How and When to Pay Plan Expenses With Plan Assets

Tuesday, October 09, 2018 - Associated Financial Group

Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and necessary” retirement plan expenses that can be paid out of plan assets?

Student Loan Repayment Programs

Student Loan Repayment Programs

Tuesday, September 25, 2018 - Associated Financial Group

The IRS recently issued a private letter ruling (PLR) addressing a plan sponsor’s desire to amend their retirement plan to include a program for employees making student loan repayments (SLR).  The ruling would allow plan sponsors to provide employees with matching contributions to their retirement plan, essentially offsetting SLRs. 

Developing an Effective Employee Education Program

Developing an Effective Employee Education Program

Tuesday, September 11, 2018 - Associated Financial Group

One of the principles of fiduciary duty is to provide your employees and participants with a variety of educational opportunities so they can position themselves to make informed investment decisions.  It’s not always easy to know what your participants need, want or will take advantage of. 

Health Modification Can Increase Retirement Dollars

Health Modification Can Increase Retirement Dollars

Tuesday, August 21, 2018 - Associated Financial Group

A top concern for individuals nearing retirement is out-of-pocket healthcare costs. A recent survey revealed that 74 percent (of 1,316 U.S. adults aged 50 or older) admit that one of their top fears is out-of-control healthcare costs, and 64 percent are terrified of what healthcare costs may do to their retirement plans (up from 57 percent in 2015).¹
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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. Some insurance products offered through LPL Financial or its licensed affiliates. Associated Financial Group, LLC (“AFG”), Associated Bank, N.A. (“AB”) and Associated Banc-Corp (“AB-C”) are not registered broker/dealers and are not affiliated with LPL Financial.

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