Balancing the Books and the Mind
Financial stress can take a toll on both our mental and physical health, so incorporating financial planning into your self-care routine can lead to a more balanced life.
Jul 01, 2024
National Self-Care Day is the perfect time to reflect on how we care for ourselves. While self-care often conjures images of spa days, exercise, and mindfulness, an important but often overlooked...
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What is Pension Risk Transfer?
Our latest blog post explains Pension Risk Transfer and what this means for participants.
May 20, 2024
Pension risk transfer (PRT) is a strategy enabling pension providers to shift their obligation to pay retirement benefits to insurance companies. The plan sponsor can achieve this either by providing a...
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Updated HSA Contribution Limits for 2025
The IRS has released updated numbers for HSA contributions in 2025, along with the minimum deductible and maximum out-of-pocket limits.
May 14, 2024
Health Savings Accounts (HSAs) are a valuable tool for managing healthcare costs while enjoying tax benefits. As we move into 2025, it’s essential to understand the updated contribution limits set by...
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Retirement Myths: BUSTED
There are many common beliefs about retirement that aren’t true. Falling for them can have a negative impact on your retirement strategy.
Apr 29, 2024
There are many common beliefs about retirement that aren’t true. Falling for them can have a negative impact on your retirement strategy. Let’s look at five common retirement myths: Myth One:...
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Choosing the Best Employee Benefits Package: 5 Essential Components
Here are the top five things to look for in an employee benefits package - including workplace retirement plans.
Apr 04, 2024
April 6th is National Employee Benefits Day. Not only is it a great opportunity to recognize the people who administer employee benefits, it’s an opportunity to evaluate the most valuable components...
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Leap Into Retirement Planning
As we celebrate Leap Year, let it serve as a valuable reminder to leap into action when it comes to retirement planning.
Feb 28, 2024
Every four years, we experience an extra day in our calendars, thanks to the phenomenon known as Leap Year. The bonus day can serve as a powerful reminder to take a...
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Tips for a Financially Savvy New Year
Here are five quick tips for making financial New Year’s resolutions!
Dec 18, 2023
Creating intentional and manageable financial goals for the new year is an excellent way to make every dollar count. Here are five quick tips for making financial New Year’s resolutions: Create...
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Revised 401(k) Eligibility Criteria for Long-Term Part-Time Employees
The SECURE 2.0 Act expands 401(k) plan eligibility for Long-Term Part-Time (LTPT) employees.
Nov 30, 2023
On December 29, 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). This Act expands the eligibility provisions of 401(k) plans for Long-Term Part-Time (LTPT) employees...
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A Year-End Guide to IRA Contributions
Now is the perfect time to make a tax-deferred contribution and give yourself the gift of financial growth!
Nov 21, 2023
Now is the perfect time to make a tax-deferred contribution and give yourself the gift of financial growth! In the realm of retirement planning, Individual Retirement Accounts (IRAs) play a crucial...
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A Comprehensive Guide to Navigating Open Enrollment: Part Two
Your choices during open enrollment can have a profound impact on your health, financial security, and peace of mind.
Nov 20, 2023
Open enrollment season is upon us, and it’s that time of year when you have the opportunity to review, renew, and make choices that can significantly impact your financial and healthcare...
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