Setrics Tracker

Knowledge Base

Whether you're planning for tomorrow or 30 years from now, we'll be with you every step of the way to make sure you’re prepared.

Retirement

How do IRC loan rules apply to 403(b) and 457(b) plans?

There are important rules and regulations you should be aware of if you are looking to take a loan from your retirement plan.

Retirement

Catch-Up Contributions and Handling Excess Contributions

In preparation for retirement, it is important to be aware of a few key facts regarding contributions. This allows you to maximize your annual limit and avoid over contributing to your 403(b) and/or 457(b) plan.

Retirement

2018 Retirement Plan Limits

The IRS released Retirement Plan Limits for 2018. Below is a summary of the retirement limits for your reference throughout the coming year.

Health and Welfare, Retirement

Understanding and Communicating Your Company’s Benefit Plans

Understanding the benefits package of your company and how it operates can be daunting. Communicating it to the rest of the company can prove overwhelming!

Retirement

Cleaning Up Your Files? Keep the Retirement Plan Documents

It is important to maintain necessary plan records to assist with plan administration as well as remain in compliance with ERISA document retention requirements.

Retirement

The Saver’s Tax Credit – How to get Uncle Sam to Contribute to your 401(k)

A special tax benefit called the Saver's Tax Credit gives low to moderate income taxpayers one more reason to save for retirement.