A Practical Guide for Setting Your New Cash Balance Plan’s Interest Crediting Rate
The popularity of cash balance plans for small businesses continues to grow and as we consult with prospective clients and their investment advisors, the second biggest decision after deciding to go forward with adopting the new plan always seems to be the interest crediting methodology.
Mar 03, 2014
The popularity of cash balance plans for small businesses continues to grow and as we consult with prospective clients and their investment advisors, the second biggest decision after deciding to go...
Read moreThe New FSA Use or Lose Ruling
The US Treasury Department modified its FSA “use-it-or-lose-it” provision to allow rollover of FSA funds. Learn more how this can benefit your company.
Feb 19, 2014
We are excited to share an announcement from the US Treasury/IRS that will make FSAs more attractive to employees. The “use it or lose it” rule has been a deterrent for...
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