News - Page 3 of 10 - Douglas M. Farr, Co., Inc.

IRS Announces Limits for 2020 Safe Harbor 401(k) Plan Design Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) The Final Rule on Hardship Distributions

Retirement PlanBy admin November 13, 2019

IRS Announces Limits for 2020 Safe Harbor 401(k) Plan Design Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) The Final Rule on Hardship Distributions Fall 2019 Newsletter IRS Announces Limits for 2020 Safe Harbor 401(k) Plan Design Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) The Final Rule on Hardship Distributions IRS Announces Limits for 2020 On…

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Bucket List Retirement Complying with Safe Harbor Deadlines It’s All in the Design

Bucket List: RetirementBy admin August 9, 2019

Summer 2019 Newsletter Bucket List: Retirement Complying with Safe Harbor Deadlines It’s All in the Design… Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) Bucket List: Retirement The economy continues at its strong pace, keeping unemployment at its lowest rate in nearly 50 years. While this is usually good news, employee financial vulnerability is clouding this…

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Automatic Enrollment is on the Rise | Protect Your 401(k)

Retirement PlanBy admin May 2, 2019

Automatic Enrollment is on the Rise | Protect Your 401(k) Spring 2019 Newsletter Automatic Enrollment is on the Rise Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) Protect Your 401(k) Automatic Enrollment is on the Rise With the future of Social Security in question, it is becoming ever increasingly important for workers to self- prepare for…

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It’s Testing Season Know Your Options The 401(k) Turns 40

It's Testing Season Know Your Options The 401(k) Turns 40By admin February 5, 2019

It’s Testing Season! | Know Your Options | The 401(k) Turns 40 Winter 2019 Newsletter It’s Testing Season! Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) Know Your Options The 401(k) Turns 40 It’s Testing Season! Qualified plans must perform annual testing to be sure that the plan doesn’t unfairly discriminate in favor of “highly…

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Hardships Get a Little Easier

Retirement PlanBy admin November 6, 2018

Hardships Get a Little Easier / 2019 Cost of Living Adjustments Hardships Get a Little Easier 2019 Cost of Living Adjustments Helping Hands ‘Tis the season… Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) Port in the Storm Winter 2018 Newsletter Hardships Get a Little Easier Earlier this year, the Bipartisan Budget Act of 2018 was passed…

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The Retirement Income Gap / Helpful Hints for Plan Sponsors

The Retirement Income GapBy admin August 1, 2018

The Retirement Income Gap / Helpful Hints for Plan Sponsors Summer 2018 Newsletter The Retirement Income Gap What can cause a shortfall? Social Security – Timing is Everything What happens if you claim early? Retirement Accounts What can employees do to boost their savings? Helpful Hints for Plan Sponsors Upcoming Compliance Deadlines The Retirement Income…

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Who is an Employee? / HSA vs 401(k)

Retirement Plan, Who is an Employee? / HSA vs 401(k)By admin May 1, 2018

Who is an Employee? / HSA vs 401(k) Spring 2018 Newsletter Who is an Employee? Employee Definitions HSA vs 401(k) Comparison Chart Upcoming Compliance Deadlines Who is an Employee? Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR department’s field participant questions, help with…

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Navigating Distributions & Under the New Tax Law

Retirement PlanBy admin February 2, 2018

Navigating Distributions & Under the New Tax Law Navigating Distributions Required Minimum Distributions (RMDs) Hardships and Loans Terminated Participants Mandatory Cash-Outs Under the New Tax Law 401(k) Loan Payback Period gets extended! Re-characterizations of IRAs… Can I take a mulligan? Navigating Distributions The first quarter of the calendar year typically sees an uptick in the number…

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End of the Year Checklist and iWork The Next-Gen Workforce

Retirement PlanBy admin December 6, 2017

End of the Year Checklist As the year-end approaches, our to-do lists can be lengthy. There are holidays to prepare for, employee performance reviews to complete, and, oh, wait, there is also the year-end data collection package from your TPA! We have once again reached that magical time of the year when you get to…

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Fiduciary The New F Word Houston We Have a Problem

Fiduciary The New F WordBy admin September 14, 2017

Fiduciary – The New “F” Word There has been a large amount of upheaval in the retirement world as of late and it centers around the “F” word. And by “f” word, I mean “fiduciary.” The New Fiduciary Rule means that many professionals in the finance world that weren’t previously considered fiduciaries will now have…

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