by Matthew Spay | May 29, 2018 | Blog
Posted on December 29, 2017January 9, 2018 by retirementtimesnewsletter Many employer survey results indicate that 92 percent are expanding financial wellness programs; one-third of the workforce is 50 or older; and 73 percent are planning for increased healthcare...
by Matthew Spay | May 24, 2018 | Blog
Posted on December 29, 2017January 9, 2018 by retirementtimesnewsletter North Carolina has nine DB plans with assets of $93 billion and three DC plans—a 457(b) plan with 53,080 participants and $1.3 billion in plan assets, a 401(k) plan with 247,114 participants and...
by Matthew Spay | May 17, 2018 | Blog
Posted on December 22, 2017December 22, 2017 by retirementtimesnewsletter Retirement can be the most wonderful time of your life, truly the golden years. It is up to you to do what you can to make it so. Enjoying good health in retirement is key to quality of life....
by Matthew Spay | May 15, 2018 | Blog
Posted on December 22, 2017 by retirementtimesnewsletter Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation of plan fees...
by Matthew Spay | May 10, 2018 | Blog
Posted on December 22, 2017 by retirementtimesnewsletter When it comes to fiscally frugal health insurance options, health savings accounts (HSAs) aren’t exactly new to the game. They’ve been around since 2003 and have only increased in popularity among employers,...
by Matthew Spay | May 8, 2018 | Blog
Posted on December 12, 2017 by retirementtimesnewsletter Roth 401(k) Basics Elective deferral contributions to a traditional retirement plan are contributed on a pre-tax basis and help lower your current taxable income. Roth elective deferral contributions, however,...
