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| 5.1.2018

Plan Sponsor Newsletter - Summer 2018

Welcome to your first Retirement Solutions e-newsletter. Our new e-newsletter provides us with an exciting way to communicate insightful articles, industry specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.

SEC’s Proposal at a Glance

With the fate of the Department of Labor’s Fiduciary Regulation hanging in the balance following a recent ruling by the United States Court of Appeals

Weathering Volatile Markets

Over the past few months, investors have had to deal with increased market volatility, a trend that could well persist for some time to come. As concerns

How Do You Measure the Success of Your Retirement Plan?

This article was co-written by Miles Gibson. There can never be enough questions for your Investment Committee to ask as it reviews your organization’s

401(k) Hardship Withdrawals - Made Easier by the 2018 Budget Act

Hardship withdrawals from 401(k) and 403(b) plans will be soon become less restrictive under the provisions of the recently-passed Bipartisan Budget Act

Tax Reform Bill Includes Extension of Time to Repay Retirement Plan Loans

With sweeping tax reform going into full effect last month, many 401(k) participants are wondering how and if their plans will be affected. The answer

| 1.30.2018

Jason Staley tackles the question of how the new tax law affects muni bond holders.

State tax deductions changes may change the appeal of Munis. Read Jason Staley’s thoughts in the Financial Advisor IQ article “Why Munis Won’t

2018 Retirement Plan Limitations

Update to the original article: On October 13, 2017, the Social Security Administration (SSA) announced that the maximum amount of earnings subject to

IRS Announces Updates for Contribution Limits and Income Thresholds for Retirement Plans in 2018

Employees who participate in 401(k), 403(b) or 457(b) plans will be able to contribute up to $18,500 in 2018, up from $18,000 for 2017. This limit is aggregated

Who Has an HSA?

With the recent turmoil in Congress over health care mandates, one thing has become crystal clear: Health Savings Account (HSA) may be your best option.

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