Special Offer: Medicare Upgrade Guaranteed!
WHO: Consumers with a current CA Medicare Supplement Plan (generally, consumers over age 65) WHAT: An upgraded Supplemental plan to replace existing plan WHEN: Now thru April 15, 2019 WHY: Better plan benefits for less money HOW: Apply with the help of an agent...
Retirement Doctor: Inside the Mind of Plan Sponsors
According to the Fidelity Plan Sponsor Attitude Survey, employers are most concerned with ensuring their retirement plan is effectively preparing employees for retirement. The survey was conducted with employers that use a wide variety of recordkeepers and have at...
Retirement Doctor: IRS Contribution and Benefit Limits for 2019
We received very good news from the IRS regarding the 401(k) limits for 2019. The contribution limit for 401(k) and 403(b) plans increased to $19,000 and we also received an increase in IRA limits for the first time in years. Please refer to the table for a listing of...
Retirement Doctor: DOL Guidance for Paying 401(k) Fees from Plan Assets
One of the most common questions I get from 401(k) Plan Sponsors is “What 401(k) fees are eligible to be paid from plan assets?” This confusion is hardly surprising when you consider the broad range of 401(k) fees a plan can incur. With all the focus on fees and with...