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Q4 2018 - Upcoming Compliance Deadlines and Important Dates

 November 19 2018
December 1 – Latest date for providing a 401(k) safe-harbor, QACA safe-harbor, QDIA, EACA or ACA notice.  December 1 - Process deminimus cash outs.  December 1 - Process forfeiture assets per the plan document.  December 15 – Extended deadline for distributing Summary Annual report (SAR) to participants if 5558 was filed.  December 31 – Dea...

Planning for Retirement

 November 2 2018
Conventional wisdom says that many expenses go down in retirement – like commuting, eating lunch out, and work clothing. But what expenses are likely to increase in retirement? Click here to learn more.

2019 IRS Limits

 November 1 2018
The IRS published the 2019 indexed dollar limits for qualified retirement plans. Here is a summary of this important update. 

Will Middle Class Workers Sink Their Retirement?

 August 27 2018
The Schwartz Center for Economic Policy Analysis at the New School estimates that roughly 40 percent of Americans, or two out of every five who are currently considered middle-class based on their income, will fall into poverty or near poverty by the time they reach 65. Click here to read the article.

Are You Saving Enough for Retirement?

 August 9 2018
Determining how much savings you’ll need to last in retirement can be a challenge. Research shows that many retirees say their overall cost estimates turned out be low. MSN Money provides tips help you make more informed calculations while you still have time to adjust your savings. Click here to read the article.

Q3 2018 - Upcoming Compliance Deadlines and Important Dates

 August 9 2018
Early August – Second quarter 2018 investment performance available for review. August 14 – Deadline for providing Second Quarter individual benefit statements to participants in participant-directed plans. The quarterly fee disclosure due under the participant fee disclosure rule is also due on this date and can be included in the statement.  September 15 – Extend...

Investments: Q2 2018 in Review

 August 9 2018
Q2 2018 in Review - Market Summary through June 30, 2018  U.S. Equity (S&P500): 3.9% Q2, 2018, 3.2% YTD  International Equity (MSCI EAFE): -2.6% Q2, 2018, -3.8 % YTD  U.S. Fixed Income (BC Aggregate): -0.2% Q2 2018, -1.6% YTD  US stock market ended the second quarter up 3.9% which is near the gain for the year through and soared in Jan...

What happens when you improperly exclude an employee from your 401(k) plan?

 July 23 2018
What happens when you improperly exclude an employee from your 401(k) plan? Our friends at Graydon share some measures that are put in place to find mistakes and how to make the necessary corrections when mistakes are found. Click here to read the full blog article.

HORAN Capital Advisors Investment Letter & Market Review

 July 12 2018
HORAN Capital Advisors has published its Summer 2018 Investor Letter as well as the June Market Review. The US economy is now in its second longest economic expansion on record, surpassed only by the expansion of the 1990s. With the aging expansion, market pundits continue to debate when the next recession and bear market will occur. As they say, predictions are a funny thing, especially if they a...

HORAN Capital Advisors Investment Letter & Market Review

 July 12 2018
HORAN Capital Advisors has published its Summer 2018 Investor Letter as well as the June Market Review. The US economy is now in its second longest economic expansion on record, surpassed only by the expansion of the 1990s. With the aging expansion, market pundits continue to debate when the next recession and bear market will occur. As they say, predictions are a funny thing, especially if they a...
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