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No Cash, No Problem!
What exactly is the Health FSA Debit Card? The Health FSA Debit Card is designed to reduce your out-of-pocket expenses and the hassle of writing a check or paying with cash. This card allows you to pay...
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Top Retirement Plan Administrator wants to prepare you for a 401(k) storm!
The attached article provides good information to prepare yourself for a 401(k) storm that can result in litigation from disgruntled participants. If you are a Sheakley 401(k) client we can help ensure...
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Flexible Benefits Provider shares the importance of HSAs as a key financial...
Did you know that you could likely obtain a greater long term financial benefit from your HSA funds by NOT spending them now? If you’re in the position to cover the out-of-pocket expenses associated...
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Pros and Cons of Converting
The option to use Roths inside workplace plans has been gaining ground, mostly because Roth accounts offer powerful long-term tax benefits — for some savers. If you’re looking at converting your 401(k)...
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How Plan Sponsors Can Limit Their Liability
Are you concerned about your liability as a 401(k) plan sponsor? Small preventative steps can go a long way to minimize your liability. Read more…. How Plan Sponsors Can Limit Their Liability by Taking...
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If you think that the retirement industry suddenly fell off the radar with...
The retirement industry hasn’t fallen off the radar of the Obama administration, America’s retirement plans continue to be strong to politicians thus retirement reform will likely be a target for...
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If your 401(k) plan could speak, what would it have to say? Here are 10...
What do you really need to know about investing in your 401(k)? Smart investing is the key to building a long term plan to ensure you can retire with peace of mind. Did you know that the average 401(k)...
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FSA Debit Card PIN’s available now!
Starting April 1, 2013 the Durbin Amendment of the Dodd-Frank Wall Street Reform and Consumer Protection Act requires that consumers have two methods of accessing their accounts when using a debit...
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TPAs are continuing to demonstrate increased value
Third Party Administrators (TPAs) are continuing to play a major role in the retirement industry. According to the 2011 403(b) Plan Survey, 24.6 percent of plan sponsors used a TPA in 2010 and that...
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Spring Cleaning for your Retirement Plan
Warmer weather is upon us and for many that means Spring cleaning is right around the corner. It’s also a great time to consider “spring-cleaning” your retirement plan. Click here to find out seven...
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DOMA
On June 26th the Supreme Court struck down Section 3 of the Defense of Marriage Act (DOMA). On August 29th the IRS released new provisions regarding how same-sex marriages will be addressed when it...
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