Secure your future with our essential checklist. Discover the key documents every retiree needs for peace of mind and a ...

January is a natural reset point. Annual statements go out, Medicare plans reset, and tax season looms. It's also a smart time for retirees and near-retirees to review the documents that outline ...

SECURE 2.0 improves Roth retirement options, including allowing employer matching contributions direct to a Roth retirement plan and delays Required Minimum Distributions (RMDs) for many. On December ...

Basic Plan Document - Fidelity 403(b) Pre-Approved Plan(pdf) Faculty, Professional and Administrative Staff -Adoption Agreement Fidelity Basic Document #1 56066 (pdf) Nonexempt Employee, - Adoption ...

Employers that provide 401(k) and other defined contribution retirement plans to their employees on plan documents that have been “pre-approved” by the Internal Revenue Service (IRS) must sign updated ...

Throughout this year of VERA, VSIP, RIF, DSR, and the new one, DRP 1.0 and DRP 2.0, many employees are trying to hurry up and learn what it takes to retire. This is an update to an article I wrote ...