by Marilou Davido | Jan 3, 2023 | Resources
Biden Signs Massive Budget Bill That Includes SECURE 2.0 Act For Retirement Savings On December 23, 2022, President Biden signed the SECURE 2.0 Act of 2022, which will restructure most Americans’ 401(k) plans and change retirement contributions and withdrawals. ...
by Marilou Davido | Jan 1, 2023 | Announcements
As we approach the start of a new year, it’s customary to reflect on the past twelve months and give thanks for many things in our lives, and for all that we’ve achieved, both personally and professionally. Below are some of WFA’s highlights. In early January 2022, we...
by Marilou Davido | Nov 21, 2022 | Resources
As the end of the calendar and plan year looms, it’s crucial to consider what you can do with any remaining funds in your Flexible Spending Account (FSA). Most of the funds in your FSA need to be spent before year-end because you may lose what you don’t spend....
by Marilou Davido | Oct 26, 2022 | Resources
Benefits can vary tremendously from industry to industry and company to company, depending on the desires of the employees and the capabilities of the organization. Common inclusions in a benefits package are various insurance programs, retirement packages and paid...
by Marilou Davido | Oct 25, 2022 | Resources
Defined benefit plans offer guaranteed salary-like payments and were historically offered to entice workers to stay with one company for years or even decades. It is a qualified employer-sponsored retirement plan with certain tax benefits under the law. The plans are...
