Nov 15, 2023 | Industry News, Regulatory Updates, Retirement Services, Small Business Resources
IRS Updates Retirement Account Limits 401(k) limit increases to $23,000 for 2024, IRA limit rises to $7,000 The Internal Revenue Service announced November 1st, 2023 that the amount individuals can contribute to their 401(k) plans in 2024 has increased to... 
Aug 8, 2023 | Benefits, Human Resources, Product News, Retirement Services, Small Business Resources
From our partners at Vestwell, originally published 07.31.2023 In today’s competitive business landscape, offering the right benefits can set your business apart, helping you attract and retain top talent. One of the most valuable benefits you can provide is a... 
Feb 23, 2023 | Benefits, Retirement Services, Small Business Resources
This post is originally from our partners at Vestwell. With the recent passage of new legislation known as “SECURE 2.0,” tax credits available for small businesses that start a new retirement plan just got significantly larger. In the last week of 2022, the U.S. ... 
Sep 7, 2022 | Retirement Services, Small Business Resources
A Post from our Partners at Vestwell At a time when recruiting and retaining top talent is growing ever more difficult, offering your employees a better way to save for retirement can be a competitive advantage for your business. However, it’s important to understand... 
Aug 19, 2022 | Regulatory Updates, Retirement Services, Small Business Resources
State Retirement Program Mandates: What States Have Them and When Do They Take Effect? Originally published by our partners at Vestwell. Fourteen states have already enacted retirement savings programs to help individuals save for retirement. Program mandates,... 
Jul 14, 2022 | Retirement Services
Originally written and published by our retirement partners at Vestwell. Copyright © 2022 Vestwell Holdings, Inc. With over a dozen states mandating that small businesses offer a retirement program to their employees, and other states debating similar... 
