Dear Colleague: During these unprecedented times and in light of many of the financial and health challenges posed by the pandemic, plan participants may be evaluating their continued

Dear Colleague: According to the Employee Benefit Research Institute’s 2019 Retirement Confidence Survey, the percentage of employees who feel confident about their ability to live

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the Internal Revenue Service (IRS) extended the deadline for employers to adopt new qualified retirement plans that

The after-tax feature in a 401(k) plan can be extremely beneficial especially for those employees who are highly compensated. That is if your plan allows for it and employees understand how it

The House Ways and Means Committee, as part of the $3.5 trillion social spending plan, proposed legislation that employers who do not currently offer their employees a retirement plan will

The pandemic has disrupted many businesses and it is understandable that retirement plan sponsors may have unintentionally fallen behind when it comes to keeping track of compliance procedures and

Dear Colleague: Student loan debt in America now totals more than $1.5 trillion and is now the second largest consumer debt in the U.S. after mortgages. How are employees able to juggle

In this issue of Tax Talk, we update you on important upcoming compliance deadlines for calendar-year defined contribution plans as well as the opportunity for catch-up contributions for older

Two topics that continue to pique investor interest are ESG investing and cryptocurrency. Although investment fads are nothing new, the fear of missing out on that next hot trend can feel very

Between March 2020 (i.e., the beginning of the global pandemic) and June 2021, 1.7 million more Americans retired from the workforce than would have normally retired if