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Know the IRS Limits to Help Your Workers

Each October, the IRS releases limits for retirement savings plans and other retirement related financial plans. As an employer, it is important for you to be aware of these changes so you can properly administer your retirement savings plan. Contribution Limits: For 2019, the worker contribution limit to an employer-sponsored retirement savings plan, like the […]

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Be Cautious with Medicare and HSAs

If you or your spouse are approaching age 65 (or are already age 65) and contributing to an HSA, we want you to be aware that enrolling in Medicare or receiving Social Security benefits ends your eligibility to contribute to a health savings account (HSA). How you are affected depends on a number of factors, […]

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Online event! Write Your Financial Success Story!

Your experiences – from your first paycheck to your current calling to serve — make your story special. It also means you have a unique financial story. We can help you with the chapter titled “retirement” with our new member portal. Join Karen Wilhelms, financial educator, for an interactive webinar to learn how the member portal […]

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Saving Savvy?

FALSE! It doesn’t matter where you are in your financial journey, now is the right time to save for retirement. Procrastination can sabotage your financial future if you don’t keep it in check. The simple truth is that there is no such thing as a perfect time to save. If you postpone saving until a […]

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