by ABGHouston | Nov 5, 2024 | Alliance Benefit Group
We are pleased to provide you with the recently released cost of living adjustments that affect the dollar limits for the retirement plans for the 2025 tax year. There are 3 items of particular note in the 2025 numbers: The increases to the dollars limits for...
by ABGHouston | Aug 11, 2021 | Legislative Impacts, Retirement Plan Advice, Retirement Plan News, Uncategorized
The Biden Administration has proposed several changes to the tax treatment and availability of qualified retirement plans as we move forward in 2021. Following is a summary of some of these potential retirement plan provisions that may impact plan sponsors and...
by ABGHouston | May 15, 2019 | 401k Insight, financial, Millenials, Retirement Plan Advice
Student loan debt in America now totals more than $1.5 trillion according to the St Louis Federal Reserve.* In addition, the most recent Survey of Household Economics and Decision-Making from the Federal Reserve Board indicates that 42% of Americans who have attended...
by siteadmin | Dec 30, 2016 | Alliance Benefit Group, Holidays and Events
Can you believe 2016 is ending and 2017 is just around the corner? It has been a big year at Alliance Benefit Group and we want to take a few minutes to reflect on the year behind us as we greet 2017 with great expectation for what is yet to come. Here are few...
by siteadmin | Dec 13, 2016 | plan administration
The IRS and U.S. Department of Labor (“DOL”) have shifted their focus from document and reporting compliance to the review of qualified retirement plan compliance in terms of administration and fiduciary responsibilities. Enhanced examination programs and...
by siteadmin | Dec 5, 2016 | 401k Insight, Alliance Benefit Group, Retirement Plan News
Retirement plan assets are becoming more “balanced.” Over the past several years, 401(k) participants have increased their overall allocation to balanced funds. According to data analyzed by the Employee Benefit Research Institute (EBRI) and the Investment...
by siteadmin | Dec 2, 2016 | Alliance Benefit Group, Retirement
Cyberattacks–attempts by criminals to deliberately and maliciously exploit computer systems to steal information or identities–have risen substantially over the past 16 years. According to the Federal Bureau of Investigation, since 2000, over 3.4 million internet...
by siteadmin | Aug 25, 2016 | Retirement
ABG’s comprehensive Retirement Plan Services are designed to streamline your company retirement plan and benefits offerings. Consider the following food for thought: 25 years ago (1991), 89% of American workers expected to be retired by at least age 65. Today...
by siteadmin | Aug 13, 2016 | 401k Insight
Relief regarding mid-year amendments to safe harbor 401(k) plans arrived earlier this year with IRS notice 2016-16. The notice provided a short list of prohibited mid-year changes leaving all other mid-year changes available. This IRS guidance helps plan sponsors...
by siteadmin | Aug 10, 2016 | 401k Insight, Retirement
Last year as the initial Conflict of Interest Proposal caught many retirement planning industry experts by surprise, we provided insight on this game-changing proposal from Pete Swisher, CFP©, CPC, Senior Vice President and National Sales Director at Pentegra...
