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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

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.

Retirement

Boost Your Executive Benefits with a 457(b) Top Hat Plan

A nongovernmental 457(b) plan, or Top Hat plan, is far different than similarly sounding qualified retirement accounts. In fact, they are not retirement plans at all.

Retirement

Improvements to the 60-Day Rollover Requirements in Retirement Plans

The Internal Revenue Service (IRS) released Revenue Procedure 2016-47 on August 24, 2016, allowing for a waiver of the 60-day rollover requirement in Sections 402(c)(3) and 408(d)(3) of the Internal Revenue Code (Code).

Health and Welfare, Retirement

DOL Increases Civil Penalties for ERISA Violations

Beginning August 1, 2016, the Department of Labor's (DOL) interim final rule increasing civil monetary penalties increase for failure to follow ERISA's disclosure and reporting requirements goes into effect.

Retirement

457(b) – A Powerful Way to Reward Government Employees

Retaining and hiring the best and brightest employees often comes down to an attractive benefits package. Offering a 457(b) plan to your employees can be a great way to boost the rewards offered to your most important assets!

Retirement

Need money from your 403(b) or 457(b) retirement plan? What you need to know.

Are you experiencing tough times? Do you need money from your 403(b) or 457(b) retirement plan? What is the difference between the two?