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Posted by jflorian on Aug 5, 2019

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 sunny forecast. The repercussions are impacting their ability to save for retirement.

  • Top Two Financial Concerns
  • Causes of Financial Stress
  • How You Can Help Employees Save More
  • Adopt PPA Safe Harbor Measures
  • Adopt PPA Safe Harbor Measures
  • Guideline 1: The 25 Times Rule of Retirement
  • Guideline 2: The 70% Rule of Retiremen
  • Guideline 3: The 15% Rule of Retirement
  • Important Considerations: Income and Expenses
  • How Many Years Should I Plan For?
  • Calculators and Other Projection Tools
  • Making timely deposits is a Fiduciary Duty
  • Clarity for Small Plans
  • Permitted Disparity
  • Maximum Limits
  • Upcoming Compliance Deadlines for Calendar-Year Plans (12/31)

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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