On November 2, 2017, House Republicans introduced a tax reform bill (H.R.1-115th Congress) called the “Tax Cuts and Jobs Act” that, if passed, would impact multiple aspects of the tax code. Many of these changes relate to employee benefit plans, particularly in relation to certain fringe benefits. Dependent Care Accounts A dependent care flexible spending account (DCFSA) is a pre-tax benefit account used to pay…

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While the rate impact of the regulatory environment plays out, one thing is clear from the 2017 UBA Health Plan Survey: employers continue to shift a greater share of expenses to employees through out-of-pocket cost increases. While this is just one of 7 mega trends uncovered in the survey, it is particularly interesting this year because singles were hit more heavily than families as compared…

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While a company’s workers may differ in age, gender and in a range of other categories, new research suggests they share at least one common attribute — a lack of confidence about retirement savings.

Here are three obstacles that plan sponsors need to overcome to propel participants successfully down the road to retirement readiness

With social security projected to run out, many employees face a financial crisis as their retirement approaches. Here are 6 solutions to 6 major obstacles for retirement in America.

Why many are looking at Roth 401(k) in-plan conversions.

Major roadblocks to getting investors to plan for retirement.

If you think that the retirement industry suddenly fell off the radar, think again

Read how legislators pulled the nation away from the so-called “fiscal cliff”

January is National Financial Wellness Month, start the year off with a wellness session on finances.