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Top 10 Employee Benefits Certifications for Professionals in 2024

HR Lineup

Certified 401(k) Professional (C(k)P®) The Certified 401(k) Professional (C(k)P®) credential, offered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management, focuses on the complexities of managing 401(k) plans. Strong focus on U.S.

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HSA vs. FSA: See how you’ll save with each

WEX Inc.

Participating in a health savings account (HSA) or flexible spending account (FSA) is a great way to save money. Health savings account An HSA is an individually owned benefits plan funded by you or your employer that lets you save on purchases of eligible expenses.

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New HSA, FSA, 401(k) Contribution Levels Set

InterWest Insurance Services

The IRS has released the 2023 maximum contribution amounts for health savings accounts and flexible spending accounts. The changes, which the IRS releases in November each year, will affect contribution limits for HSAs, FSAs and 401(k) and other retirement accounts. Retirement plan maximums.

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Basics of Tax-Efficient Investing

Money Talk

Consider Asset Location - Consider selecting these securities for taxabl e accounts : stocks held for more than a year (to qualify for long-term capital gains), low-turnover stock and index funds, municipal bonds, and stocks/mutual funds paying qualified dividends. For tax-advantaged accounts (e.g.,

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Ten Tax Planning Tips for 2022

Money Talk

401(k), 403(b), and traditional IRA). . ¨ Set Up Spreadsheets - Taxpayers with recurring income and/or expenses (freelancers, landlords, Airbnb and VRBO hosts, employees with side hustles, etc.) Ramp Up Retirement Savings - Consider increasing retirement savings in a tax-deferred employer retirement savings plan (e.g.,

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Pazcare

HR Lineup

Pazcare provides its employees with 401(k) plans, which are retirement savings plans that allow employees to save for their future. Pazcare also offers a matching program, where the company matches a portion of the employee’s contribution to their 401(k) plan, which helps employees save even more money for their retirement.

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Learn the dos and don’ts of open enrollment

WEX Inc.

That’s essentially what you’re doing when your employer offers to contribute or match your contributions to a benefits plan or 401(k) and you’re not taking advantage. Miss out on learning opportunities. The “daily grind” can often get in the way of the big picture, but don’t let it! Open enrollment comes just once a year.

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