Setrics Tracker

Knowledge Base

Retirement

Rolling Over Funds from One Retirement Account to Another

Do you have more than one retirement account that you would like to combine with another? Let’s review the facts to see if it’s possible!

Retirement

12 Questions to Ask Before Contributing to a Non-Governmental 457(b) Plan

How to best use non-governmental 457(b) plans to gain wealth.

Retirement

Changes to 403(b) Hardship Withdrawal Regulatory Changes

Did you hear about the legislative changes to 403(b) hardship distributions? NBS has all the information you need to ensure that you have the most up to date information regarding the recent changes to 403(b) hardship distributions.

Retirement

Increasing Participation Rate for Your Plan

“Have you thought about how to increase participation rates in your 403(b)/457(b) retirement plan? You’ve come to the right place.”

Retirement

Is a 457(f) plan right for your company?

Without the right people in the right positions at the right time, the mission of any non-profit cannot be accomplished.

Retirement

2019 Retirement Plan Limits

IRS released Retirement Plan Limits for 2019. See a summary of the retirement limits for your reference throughout the coming year.

Retirement

Life Lessons: When Should I Plan for Retirement?

Retirement should be something we all look forward to. A chance to spend extra time with grandkids, playing golf, or traveling. Planning for Retirement is essential to ensure all future plans are well-funded.

Retirement

Universal Availability-What you need to know.

The IRS requires Universal Availability notices for all employees notifying them of their right to make elective deferrals.

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.