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Publisher: InvestmentNews
Author: No AuthorInflation nudges employees to adopt healthy financial habits
Save or spend? Here's how inflation is causing participants to act more like institutional investors.Save or spend? Here's how inflation is causing participants to act more like institutional investors.Tags:
5 1 -
Publisher: 401(k) Specialist
Author: Brian Anderson, Editor-in-ChiefInflation Worries Savers; Few Act to Counter It
New report from Lincoln Financial shows retirement savers are most concerned about inflation, but few are taking action to combat itNew report from Lincoln Financial shows retirement savers are most concerned about inflation, but few are taking action to combat itTags:
5 1 -
Publisher: AllianceBernstein
Author: No AuthorInside the Minds of Plan Participants
6 out of 10 participants don't understand what the "date" means in a Target Date Fund. AllianceBernstein's latest study dives into employee insights about their retirement savings6 out of 10 participants don't understand what the "date" means in a Target Date Fund. AllianceBernstein's latest study dives into employee insights about their retirement savingsTags:
5 1 -
Publisher: PlanSponsor
Author: No AuthorIRS Announces 2022 Retirement Plan Contribution and Benefit Limits
IRS Announces 2022 Contribution Limits! Employees can defer up to $20,500 to their 401(k) plan. Most defined contribution plan participants can defer up to $20,500 to plans in 2022.IRS Announces 2022 Contribution Limits! Employees can defer up to $20,500 to their 401(k) plan. Most defined contribution plan participants can defer up to $20,500 to plans in 2022.Tags: irscontribution-limits
5 1 -
Publisher: Ice Miller LLP
Author: No AuthorIRS Announces New “Pre-Audit” Pilot Program for Retirement Plans
New IRS Pilot Program for retirement plans will notify sponsors 90 days in advance that their plan has been selected for an audit. #IRS #HR #401kNew IRS Pilot Program for retirement plans will notify sponsors 90 days in advance that their plan has been selected for an audit. #IRS #HR #401kTags:
5 1 -
Publisher: Groom Law Group
Author: No AuthorIRS Clarifies Partial Plan Termination Relief Under 2020 Legislation
On April 27, the Internal Revenue Service (“IRS”) issued informal guidance on partial plan terminations as part of the COVID-related tax relief provided under The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (the “Relief Act”), ...On April 27, the Internal Revenue Service (“IRS”) issued informal guidance on partial plan terminations as part of the COVID-related tax relief provided under The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (the “Relief Act”), ...Tags: covid-responsepartial-plan-terminationirs
5 1 -
Publisher: 401K Specialist
Author: No AuthorIRS Finally Clarifies 401k RMD Calculations in Proposed Rule
On Wednesday, the IRS released proposed regulations to implement the SECURE Act’s age increase to RMD from qualified retirement accounts. IRS provides additional clarification on 401(k) Required Minimum Distribution calculations in the proposed ru...On Wednesday, the IRS released proposed regulations to implement the SECURE Act’s age increase to RMD from qualified retirement accounts. IRS provides additional clarification on 401(k) Required Minimum Distribution calculations in the proposed ru...Tags: irssecure-actrmd2022
5 1 -
Publisher: Spotlight on Benefits
Author: Joshua Waldbeser, Yael KalmanIRS Issues Interim Guidance on SECURE 2.0 Self-Correction Expansion - Spotlight on Benefits
The IRS has issued interim guidance on Section 305 of the SECURE 2.0 Act. Learn how this significant expansion of the self-correction program impacts your retirement plan.The IRS has issued interim guidance on Section 305 of the SECURE 2.0 Act. Learn how this significant expansion of the self-correction program impacts your retirement plan.Tags:
5 1 -
Publisher: IRS
Author: No AuthorIRS logo
More people may be asking to take money out of their retirement plans because of the current economy. Here are the Do’s and Don’ts of Hardship DistributionsMore people may be asking to take money out of their retirement plans because of the current economy. Here are the Do’s and Don’ts of Hardship DistributionsTags: hardship
5 1 -
Publisher: 401(k) Specialist
Author: Editorial StaffIRS Proposes New LTPTE Regulations for 401(k)s
The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.Tags:
5 1 -
Publisher: PlanSponsor
Author: No AuthorIRS Reveals Retirement Plan Compliance Initiatives
6 IRS red flags. New compliance initiatives target participant loans, worker classification, RMDs, partial plan termination and partial vesting6 IRS red flags. New compliance initiatives target participant loans, worker classification, RMDs, partial plan termination and partial vestingTags: irscompliancermdsloansvesting
5 1 -
Publisher: BenefitsPRO
Author: No AuthorIRS sets 'withdraw limits' on new 401(k)-linked emergency savings accounts | BenefitsPRO
The IRS has issued initial guidance to help plan sponsors implement the new pension-linked emergency savings accounts - and is open to comments in order to limit participant abuse of sidecar account matching contributions.The IRS has issued initial guidance to help plan sponsors implement the new pension-linked emergency savings accounts - and is open to comments in order to limit participant abuse of sidecar account matching contributions.Tags: emergency-savings
5 1 -
Publisher: MarketWatch
Author: Robert PowellIs it time to ditch target-date funds in your 401(k)?
A managed account makes sense for some investors -- especially midcareerA managed account makes sense for some investors -- especially midcareerTags:
5 1 -
Publisher: BenefitsPRO
Author: No AuthorIs your workplace culture contributing to employee presenteeism? | BenefitsPRO
Are you concerned about employee presenteeism in your workplace? Find out how your culture can help or hurt. Learn what steps you can take to ensure your employees are prioritizing their health and well-being!Are you concerned about employee presenteeism in your workplace? Find out how your culture can help or hurt. Learn what steps you can take to ensure your employees are prioritizing their health and well-being!Tags:
5 1 -
Publisher: InvestmentNews
Author: No AuthorLabor Department issues ESG rule proposal for 401(k)s
A new DOL proposal for ESGs is on the table. Here is everything you need to know.A new DOL proposal for ESGs is on the table. Here is everything you need to know.Tags: esg
5 1 -
Publisher: Empower
Author: No AuthorLess Jargon, More Clarity: Improving retirement plan communications
52% of millennials say that financial terms make them hesitant to talk about money - simple, concise language from their employer can help.52% of millennials say that financial terms make them hesitant to talk about money - simple, concise language from their employer can help.Tags: participant-behaviorparticipant-communication
5 1 -
Publisher: PLANSPONSOR
Author: No AuthorLessons Learned From Public Employee Financial Wellness Programs
Employers that were part of an initiative to start or improve their programs—using a wide variety of approaches—shared challenges, surprises, rewards and advice.Employers that were part of an initiative to start or improve their programs—using a wide variety of approaches—shared challenges, surprises, rewards and advice.Tags: financial-wellness
5 1 -
Publisher: BenefitsPRO
Author: No AuthorLifestyle changes during pandemic helped millennials boost savings
58% of younger generations are thinking about their finances more, including building emergency funds, paying off debt and being on track to retire. As a result of these paused expenses and savings, younger generations are more focused on their f...58% of younger generations are thinking about their finances more, including building emergency funds, paying off debt and being on track to retire. As a result of these paused expenses and savings, younger generations are more focused on their f...Tags: covid-responseparticipant-behavior
5 1 -
Publisher: AgeWave
Author: No AuthorLongevity and The New Journey Of Retirement – Age Wave
There's 4 stages of retirement planning, plus a new outlook for retirees. As opposed to "rest and relaxation," people view retirement as "a new chapter in life."There's 4 stages of retirement planning, plus a new outlook for retirees. As opposed to "rest and relaxation," people view retirement as "a new chapter in life."Tags:
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Publisher: Pew Research Center
Author: No AuthorMajority of workers who quit a job in 2021 cite low pay, no opportunities for advancement, feeling disrespe...
A new Pew Research Center survey finds that low pay, a lack of opportunities for advancement and feeling disrespected at work are the top reasons why Americans quit their jobs last year.A new Pew Research Center survey finds that low pay, a lack of opportunities for advancement and feeling disrespected at work are the top reasons why Americans quit their jobs last year.Tags:
5 1
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