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Retirement Times June 2022 Newsletter

June 2022 This month's Retirement Times discusses the following: Behavioral Finance and Plan Design: Four Ways to Boost Participation PEPs Revisited with Reproposed IRS Rule  Is Participant Choice a “Get Out of ERISA Court Free Card”?  Participant Corner: Beneficiary...

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2 Strategies to Reduce Taxes from the Sale of Your Business

Long before you sell your business is the right time to explore ways to protect your proceeds from harsh taxation. Two possible strategies: the Qualified Small Business stock exclusion and a non-grantor trust. Originally published on Kiplinger.com May 15, 2022...

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Retirement Times May 2022 Newsletter

May 2022 This month's Retirement Times discusses the following: Why Retirement Plan Sponsors Should Care About Employee Student Loan Debt Early Withdrawals Can Lead to Tardy Retirements and Problems for Everyone: How to Help Fee Litigation with an Odd “Twist”...

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Is Crypto Investing Really Worth It?

If your interest in investing in Bitcoin or other cryptocurrency is based mainly on a fear of missing out, step back for a second and do some research. Originally published on Kiplinger.com April 15, 2022 There seem to be several camps of thought when it comes to...

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Retirement Times April 2022 Newsletter

April 2022 This month's Retirement Times discusses the following: The Risk of 401(k) Lawsuits: If It Can Happen to Them… Financial Hypochondria: When Investment Vigilance Becomes a Problem IRS/DOL Audits Are Increasing Dramatically Are You Ready?  Participant Corner:...

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Retirement Times March 2022 Newsletter

March 2022 This month's Retirement Times discusses the following: Survey Says… What’s Your Take on Financial Wellness Programs? Every Plan should have a Committee Charter and Here’s Why Retirees’ Retirement Asset Withdrawal Rate: Will Your Money Last? Participant...

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Should You Own Your Home in Your Trust?

Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust. Originally published on Kiplinger.com February 8, 2022 A typical estate at death will include a personal residence. Many large...

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Retirement Times February 2022 Newsletter

February 2022 This month's Retirement Times discusses the following: What is an appropriate interest rate for plan loans? Thanks for the Memories: Gratitude and Financial Wellness Key Dates as You Approach Retirement Download the Retirement Times February newsletter...

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Retirement Times January 2022 Newsletter

January 2022 This month's Retirement Times discusses the following: When Does a Participant Loan Become a Deemed Distribution? Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations The Auditors Are Coming — Are You Ready? Ten...

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Retirement Times December 2021 Newsletter

December 2021 This month's Retirement Times discusses the following: Cybersecurity Best Practices for Plan Sponsors When It Comes to Planning for Retirement, Participants Want to Hit the Easy Button Retirement Income Participant Interest Surveys: A Contrarian View...

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