Retirement in Motion

Monday December 21, 2020 at 11:30PM  |  Tips and Resources That Everyone Can Use Knowledge is Retirement Power Looking to reduce your taxes? It’s always good to remind yourself that your workplace retirement plan offers one of the best tax breaks available. That’s because your contributions may be excluded from your federally taxable income (as…

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It’s Benefit Fair Season!

Monday December 14, 2020 at 11:30AM Let the festivities begin, even in the era of social distancing. It’s that time of year to start the benefit selection process for 2021. Perhaps you’ve traditionally included a 401(k) plan booth at your in-person benefits fair. By doing so, you had the opportunity to encourage people to join…

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SECURE Act Changes Loom

Monday December 7, 2020 at 11:30AM Check these items off your to-do list Remember 2019? It was in December of that year (which seems very long ago now) that the SECURE Act was signed into law. Today, as COVID-19 continues raging around the world, the SECURE Act may have slipped off your radar in favor…

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Plan Sponsors Ask…

Monday November 30, 2020 at 11:30AM Q: Early in the pandemic, we were very concerned that employees would take as much money as they could out of our 401(k) plan. That didn’t happen. How have other companies (and their plans) fared? A: Your experience seems similar to what others have experienced. A survey conducted jointly by…

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Tap into the Power Nap

Monday October 16, 2020 at 11:30PM. A short snooze can help get you through a tough day  With all the fear, uncertainty and drastic changes that have occurred over the past several months, who has been able to tune out and enjoy a good, old-fashioned nap? As it turns out, now may be a good time to revisit something…

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Women and Retirement: Expectations Met or Missed?

Monday October 19, 2020 at 12:00 PM. As of late March 2020, the number of Americans expressing confidence in their ability to live comfortably in retirement was at near-record highs. Of course, since that time pandemic-related market flux may have changed the numbers. Because many surveys covering retirement are conducted only once a year, with…

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What Age to Begin Taking Social Security Benefits | Consider the Trade-Offs

Monday, October 12th at 11:30 am (PDT) As you get close to retirement, one of your biggest questions will likely be when to begin taking Social Security benefits. If you file at an age other than your full retirement age, your benefit amount will be reduced or increased. Filing earlier gives you a reduced benefit;…

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Tough Competition | Careful Planning Can Help You Manage Competing Financial Priorities

Tuesday, October 6th at 10:00 am (PDT) Does this sound familiar? You keep meaning to increase your retirement plan contribution, but there seem to be too many other financial priorities that get in the way. Fortunately, with a little planning, you can develop a strategy to cover those expenses and help stay on track for…

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Retirement Tips & Resources That Everyone Can Use

Monday, July 13 at 11:45am (PDT) Knowledge is Retirement Power It’s important to review your tolerance for investment risk on a regular basis, especially given the current market volatility. If you find yourself constantly stressing over your investments, it may make you feel better to reassess your appetite for risk. Your plan recordkeeper will likely…

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Plan Sponsor’s Quarterly Calendar

Monday, July 13 at 11:30am (PDT) OCTOBER Audit third quarter payroll and plan deposit dates to ensure compliance with the U.S. Department of Labor’s rules regarding timely deposit of participant contributions and loan repayments. Verify that employees who became eligible for the plan between July 1 and September 30 received and returned an enrollment form.…

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