WEX Inc.

JUNE 13, 2023

And baby boomers are actually the highest percentage of retirement-account holders among any group segmented in a 2021 survey by the U.S. This lack of retirement planning by large segments of employees is leading to more stress for them and less productivity at work. First, offer retirement plans. Census Bureau.

Retirement Plan 98

Retirement Plan 401(k) IT Healthcare 98

HR Digest

MARCH 12, 2025

Financial Incentives Beyond salaries, employers might offer retirement plans (e.g., 401(k) matching), stock options, or performance bonuses. Then, consult the IRS fringe benefits guide to ensure tax compliance while maximizing value. These examples tie employee success to company growth, fostering loyalty.

401(k) 52

401(k) Health Insurance Taxes Retirement Plan 52

HR Lineup

MAY 10, 2023

The platform offers a wide range of benefits administration solutions, including health and wellness programs, retirement planning, and employee insurance plans. The company also provides access to telemedicine services, which allows employees to consult with doctors and other medical professionals remotely.

401(k) 130

401(k) Insurance Carriers Retirement Plan Disability Insurance 130

Money Talk

JUNE 13, 2024

In a recent article for the Rutgers Cooperative Extension newsletter, VISIONS , I described key features of your tax return to review for future financial planning including income sources, tax write-offs, changes in tax filing status, tax rates and marginal tax brackets, tax withholding, retirement plan contributions, and capital gains and losses.

Taxes 125

Taxes 401(k) Retirement Plan Health Savings Account 125

Best Money Moves

JANUARY 31, 2023

Almost 4 in 10 employees say they’re not confident about reaching their retirement goals, according to a 2022 Bank of America report , and even more are unsure if they have enough savings to retire. Here are 3 ways to help all employees get prepared for life during retirement. Invest in 1:1 financial consulting.

401(k) 119

401(k) Retirement Plan Banking Finance 119

HR Professionals Magazine

SEPTEMBER 2, 2021

As an HR professional, you might read that title and think, “Duh – aren’t all retirement plans focused on employees?” As pensions have gone by the wayside and 401(k) plans have gained more notoriety, employees have become increasingly more aware of their employer sponsored retirement plans, and the financial benefits they provide.

Retirement Plan 52

Retirement Plan roth 401(k) 401(k) Taxes 52

WEX Inc.

JANUARY 8, 2025

Because an HSA is a savings account, youll want to designate a beneficiary (or beneficiaries), just as you would with a 401(k) or other retirement-planning accounts. For legal or tax advice, you should consult your own counsel. How do you do this? The information in this blog post is for educational purposes only.

Flexible Spending Account 52

Flexible Spending Account 401(k) Health Savings Account Banking 52

Health Consultants Group

APRIL 1, 2021

How CARES Act Affects Employee Retirement Plan Distributions. That includes compliance with CARES Act Section 2202 , Special Rules For Use of Retirement Funds. Employees who met these coronavirus-related conditions qualified for retirement plan distributions under the special rules. CARES Act Retirement Plan Rules.

Retirement Plan 52

Retirement Plan 401(k) Taxes Pension 52

Empuls

AUGUST 27, 2024

Retirement plans Basically, it is the retirement plans—401(k) or pension plans—through which an employee receives financial security during service years other than while serving. LinkedIn It does this through education stipends, mentorship programs, and career workshops at LinkedIn.

Family and Medical Leave Act 40

Family and Medical Leave Act Employee Benefits 401(k) Benefits Package 40

InterWest Insurance Services

AUGUST 30, 2022

401(k)s or other retirement plans. Financial planning and education workshops. But just improving benefits or adding benefits without consulting staff can backfire. Among these must-have benefits: Prescription drug coverage. Dental insurance. Life insurance. Vision care. Accident insurance. Cancer insurance.

Benefits Package 98

Benefits Package 401(k) Disability Insurance Health Insurance 98

Insperity

DECEMBER 12, 2012

Offering your employees a retirement plan doesn’t have to be a burden on your budget. The federal government offers tax benefits to help make retirement plans more affordable for small businesses. Here are a couple of ways you can save some money by sponsoring a retirement plan. Receive an income tax credit.

Retirement Plan 40

Retirement Plan 401(k) Taxes Deductible 40

Insperity

FEBRUARY 3, 2011

Retiring comfortably is something every worker dreams of. Sponsoring a retirement plan can help them get there. Retirement plans come in a wide range of shapes and sizes, each with its own unique functionality. The following steps can help simplify the process of choosing and managing a plan.

Retirement Plan 40

Retirement Plan 401(k) Employment Profit Sharing Plan 40

Employee Benefits

DECEMBER 22, 2023

In fact, one in four LGBTQ Americans say they’ve experienced financial challenges due to their gender identity or sexual orientation, according to a 2019 Morning Consult poll. Gaps also exist when it comes to retirement savings among same-sex and LGBTQ couples.

401(k) 105

401(k) Health Insurance Finance Taxes 105

Insperity

FEBRUARY 13, 2018

This alone can help ease some of your employees’ money concerns because they will have the opportunity to get things like medical insurance, disability, flexible spending accounts, retirement plans and more. Make a 401(k) plan available to them. They can be referred to an attorney and get a consultation.

401(k) 75

401(k) Disability Insurance Flexible Spending Account Deductible 75

Benefit Resource Inc.

NOVEMBER 29, 2023

You might plan for retirement by contributing to a 401k plan. ” — Unknown Benefits hack #1: COBRA + HSA = Early Retirement Are you anxiously awaiting your 65th birthday so you can retire and enroll in Medicare? Build up your HSA balance now and early retirement may quickly become a reality.

401(k) 98

401(k) Medical Retirement Plan Health Savings Account 98

WEX Inc.

FEBRUARY 23, 2023

Because an HSA is a “savings” account, you’ll want to designate a beneficiary (or beneficiaries), just as you would with a 401(k) or other retirement-planning accounts. For legal or tax advice, you should consult your own counsel. How do you do this? It is not legal or tax advice.

Flexible Spending Account 98

Flexible Spending Account 401(k) Health Savings Account Banking 98

HR Professionals Magazine

JULY 26, 2022

Before we jump into another exhilarating talk around 401(k) legislation (please sense my sarcasm), I want you to take a few seconds and ask yourself why it all truly matters. Sure, 401(k)s are an incredibly important part of a company’s total benefits package. Source: Transamerica Center for Retirement Studies).

401(k) 52

401(k) Benefits Package Retirement Plan Government 52

Insperity

FEBRUARY 3, 2011

If only finding a retirement plan to offer your employees were as easy as retiring itself. Do they offer the type of plan you’re looking for? Do they offer the type of plan you’re looking for? . From Simplified Employee Pension plans to 401(k)s to defined benefit plans, retirement plans come in many forms.

Retirement Plan 40

Retirement Plan 401(k) Pension Deductible 40

Vantage Circle

NOVEMBER 23, 2023

These incentives span a wide array, from health benefits and retirement plans to flexible work arrangements, financial bonuses, and professional development opportunities. Paid parental leave, support for fertility-related expenses, and assistance with adoption or surrogacy costs are also part of the benefitws plan.

Family and Medical Leave Act 65

Family and Medical Leave Act 401(k) Retirement Plan roth 401(k) 65

Insperity

MARCH 12, 2024

Retirement plans Employees want to be able to save for retirement and plan for their futures. In a 401(k) plan, the most common type of retirement plan, employees can save up to a certain amount set by the U.S. Internal Revenue Service (IRS) each year. According to the U.S.

Family and Medical Leave Act 59

Family and Medical Leave Act Employee Benefits PTO 401(k) 59

Insperity

OCTOBER 2, 2018

Our nation’s first major tax reform in more than 30 years has spurred many business owners to spend hours with their CPAs and tax consultants over the past few months. A PEO can help you provide your employees with access to competitive benefits that include medical, dental and vision insurance, 401(k) retirement plans and much more.

Taxes 72

Taxes 401(k) Payroll Professional Employer Organization 72

Vantage Circle

SEPTEMBER 16, 2021

In an ESOP plan, the employees own these stocks, which are sometimes turned into an individual retirement account. According to the Employee Ownership Foundation , an Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan authorized and encouraged by federal tax and pension laws.

401(k) 52

401(k) Employee Stock Option Profit Sharing Plan Taxes 52

Empuls

JULY 11, 2023

They can range from health insurance coverage to retirement plans, flexible spending accounts, transportation benefits, education assistance, and more. Contributions made to these retirement plans are typically tax-deferred, meaning they are not subject to income tax in the year they are made.

Employee Benefits 40

Employee Benefits roth 401(k) Flexible Spending Account 401(k) 40

Business Management Daily

JUNE 30, 2021

Specific insurance plans and pricing will be provided yearly during open enrollment and to new employees once they become eligible. Retirement plans. If your business offers employees a 401K, detail eligibility requirements and whether there is any employer matching. Paid time off.

Family and Medical Leave Act 89

Family and Medical Leave Act Overtime PTO Medical 89

Hppy

JANUARY 17, 2023

Benefits such as health insurance, retirement plans, and paid time off also play a key role in employee retention. Benefits: Benefits such as health insurance, retirement plans, and paid time off are also important in attracting and retaining employees.

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Benefits Package Retirement Plan Health Insurance Employee Retention 36

Hppy

SEPTEMBER 27, 2023

Fundraising Consultant: Organizations, especially non-profits, often hire fundraising consultants on a contract basis to strategize and execute specific campaigns, maximizing donor engagement and contributions. Their benefits might include health insurance , retirement plans, and paid time off.

401(k) 36

401(k) Management Health Insurance Retirement Plan 36

Empuls

MAY 7, 2023

Retirement benefits Retirement benefits include pensions, 401(k)s, and other retirement savings plans. They are designed to help employees save for their future and ensure a comfortable retirement. Consult with legal and HR professionals to ensure you comply with all legal requirements.

Employee Benefits 40

Employee Benefits Parental Leave Health Insurance Benefit Providers 40

Empuls

SEPTEMBER 25, 2023

Some jurisdictions now require certain types of preventative care to be included in employer-sponsored plans. In terms of retirement benefits, new regulations have been introduced that mandate more transparent communication about the investment options available in retirement plans and also the employer match percentages.

Family and Medical Leave Act 40

Family and Medical Leave Act Overtime 401(k) Benefits Package 40

Vantage Circle

SEPTEMBER 23, 2023

Meeting Legal And Ethical Obligations: Certain benefits, such as health insurance, retirement plans, and paid time off, may be required by law in many jurisdictions. Stershic, Workplace Consultant. 401(k) Plans A 401(k) plan allows the employees to defer some of their salary.

Family and Medical Leave Act 59

Family and Medical Leave Act Employee Benefits 401(k) Employment 59

Vantage Circle

JANUARY 9, 2024

Compensation and Benefits: Compensation Planning : Helps design and manage salary structures, bonuses, and other forms of compensation. Benefits Administration : Manages employee benefits, such as health insurance, retirement plans, and other perks.

Software 65

Software Payroll Global Payroll Human Resources 65

WEX Inc.

AUGUST 7, 2024

You’ve heard about its investment potential, and you’ve read that an HSA has retirement-planning perks that a 401(k) and IRA don’t have. For legal or tax advice, you should consult your own counsel. Are you an HSA investor? If you are, then you have a health savings account (HSA).

401(k) 98

401(k) Health Savings Account Healthcare Retirement Plan 98

Flimp Communications

OCTOBER 25, 2024

Here are a few email templates — yours for the taking and adapting — designed to improve employee financial wellness by answering three common questions about money, savings, and taxes: Should I consider a Roth 401(k)? Subject line: Roth vs. Traditional 401(k): Which Is Right for You? A Roth 401(k) is just the opposite.

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roth 401(k) 401(k) Flexible Spending Account Taxes 52