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Seven back-to-office cybersecurity tips
As you begin to bring employees back to the office, you may need to take special steps to safeguard your company’s network.
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Myth versus reality—what’s the real story on HSAs?
Health savings accounts can be a great way to save for healthcare costs—tax free.
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Actions taken by retirement plan participants reflect May’s mixed bag of news
In May, we saw that most participants are staying the course. But those who’ve been affected by the pandemic are finding some relief in the CARES Act.
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What’s a 401(k) employee census for?
Current census data allows your plan recordkeeper to connect directly with your participants.
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Evidence-based ideas for a 401(k) plan design upgrade
John Hancock’s 401(k) data reveals plan-level progress under way and sets clear direction for future improvements.
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IRS relaxes rules for obtaining spousal consent for 2020
IRS Notice 2020-42 creates a remote notarization process for retirement plan transactions that require spousal consent. This helps solve problems related to social distancing and COVID-19.
Read more
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The new 2020 RMD rules and how they can help your clients
Help your retiree clients understand the RMD waiver in the CARES Act.
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How safe are your clients’ savings? How retirement plan accounts are generally protected from creditors
Learn when retirement accounts are generally protected from creditors.
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Unions and Taft-Hartley retirement plans show their value in tough times
The COVID-19 pandemic has brought an era of constant change. Initial concern about market volatility in the early days of the pandemic in the United States gave way as concern about illness and job security took over. Since the CARES Act took effect, retirement plan participants have had access to some temporary financial relief. We took a look at our Taft-Hartley retirement plan participants to see what actions union members are taking amid the uncertainty.
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How setting up a budget can help you through tough times
In times of economic stress, it makes more sense than ever to set up a budget and help lower your financial stress.
Read more
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