Money Talk

OCTOBER 6, 2022

It’s that time again…time to recap “nuggets” from recent webinars and conferences that I attended. Below is a list, in no particular order, of insights, facts, and recommendations that stood out to me as being original, significant, and/or useful: New Definition of Retirement- The word “retire” does not necessarily mean “stop working.”

Taxes 188

Taxes Finance Education Retirement Plan 188

Money Talk

APRIL 11, 2024

The 2023 income tax filing deadline is only days away (April 15, 2024 in most of the U.S.). It will be a busy weekend for many taxpayers and tax preparers who are filing tax returns or tax filing extensions. money that has been taxed) and can be withdrawn at any time for any reason tax-free and penalty-free.

401(k) 185

401(k) Taxes Retirement Plan Pension 185

Money Talk

APRIL 20, 2023

In addition to writing monthly Small Steps to Health and Wealth™ financial messages , I also present online webinars and class segments. My segment of their six-week class series was called Can Farmers Ever Afford to Retire? One of my Money Talk clients is my long-time employer, Rutgers Cooperative Extension.

401(k) 246

401(k) Pension Retirement Plan Taxes 246

Best Money Moves

MARCH 30, 2023

Best Money Moves Sneak Peek: 2023 Financial Webinar Series. Get an inside look into Best Money Moves and catch a free preview of our 2023 Financial Webinar series. Best Money Moves takes financial education to the next level with free, monthly Webinars available to all users.

Retirement Plan 59

Retirement Plan Finance Taxes Education 59

Benefit Resource Inc.

APRIL 4, 2024

While traditionally associated with healthcare expenses, HSAs can play a pivotal role in retirement planning for your employees. Let’s look at how HSAs and retirement intersect, and why integrating HSAs into your benefits strategy can be a game-changer for both your employees and your organization.

401(k) 52

401(k) Retirement Plan Benefits Package Deductible 52

Money Talk

OCTOBER 7, 2021

I recently attended several webinars and listened to several podcasts about issues related to retirement planning and personal finance issues in later life. Waiting to Retire Has Benefits - In addition to providing more time to save money (e.g., Some older workers had reasons to continue working longer than planned (e.g.,

401(k) 130

401(k) Entertainment Taxes Retirement Plan 130

Benefit Resource Inc.

FEBRUARY 7, 2024

Understanding HSAs Health Savings Accounts are tax-advantaged savings accounts designed to help individuals and families with high-deductible health plans (HDHPs) cover medical expenses. Retirement Savings Challenges Employers have faced a dual challenge when it comes to retirement savings benefits.

Health Savings Account 52

Health Savings Account Healthcare Deductible Deductions 52

Employee Benefits

AUGUST 30, 2023

Employees can also participate in bespoke financial wellbeing workshops, featuring guides, webinars and in-person seminars on topics such as pensions and protection, budgeting , saving and investing. We sought to provide guidance to suit our colleagues throughout various key life events and with day-to-day financial budgeting.

Pension 59

Pension Retirement Plan Taxes Finance 59

Money Talk

APRIL 28, 2022

Methods include webinars, podcasts, blogs, television and radio shows, print media, websites, and more. Health Savings Accounts - One study found that the tax savings on many employees’ contributions to a health savings account (HSA) increases wealth by more than an employer match on the same employees’ 401(k) contributions.

401(k) 186

401(k) Health Savings Account Finance Retirement Plan 186

Best Money Moves

SEPTEMBER 27, 2023

Whether your employees need help with day-to-day budgeting, debt management, planning for their financial future or something in-between, our resource library can help. Best Money Moves users have access to over 900 unique articles, videos, webinars and calculators across a range of financial topics. Do you plan for your tax refund?

Banking 105

Banking Taxes Salary Entertainment 105

Flimp Communications

NOVEMBER 8, 2024

How often do employees draw from their retirement accounts? Are employees using tax-advantaged accounts such as HSAs? As recounted in a SHRM article : “ created a new landing page with details about the option, started webinars about financial planning and sent direct mail pieces.

Education 52

Education Finance Retirement Plan Banking 52

Employee Benefits

JUNE 3, 2024

Philip Smith, DC director at TPT Retirement Solutions, says: “Most employees will opt for a combination of drawing their pension down over time, taking some of it as a lump sum or buying an annuity. However, this can have tax implications if they withdraw beyond their tax-free limit.”

Education 53

Education Pension Retirement Plan Government 53

Business Management Daily

MAY 9, 2024

That’s why we’ve compiled this summary of one of our recent webinars that Alice Gilman, Esq, hosted. encourages employers to provide retirement plans by offering tax incentives and credits. However, this particular credit was victim to extremely aggressive marketing from less-than-trusted tax professionals.

Payroll 52

Payroll 401(k) Taxes Retirement Plan 52

HR Lineup

FEBRUARY 9, 2023

The platform streamlines HR processes and benefits administration by offering a single, centralized platform for employees to access and manage their benefits, from health insurance and retirement plans to time-off tracking and more. One of the key benefits of GoCo is its ease of use.

Flexible Spending Account 52

Flexible Spending Account Comprehensive Benefits Flexible Spending Retirement Plan 52

PeopleStrategy

MARCH 11, 2024

Examples of common financial topics include: Retirement planning Investments Debt management Household budgeting Credit management Savings Taxes Tips for Implementing Financial Wellness Programs Education is Key – Start by assessing the financial literacy levels within your workforce.

Financial Counseling 52

Financial Counseling Retirement Plan Education Finance 52

Employee Benefits

FEBRUARY 16, 2022

Operating a programme which is specific to Ashurst’s pension scheme has certainly boosted participation in the programme as has choosing means of communications, such as webinars with our pension provider Aviva, which are dynamic and active. Simple choices such as hosting the sessions during working hours also encourage engagement.

Pension 52

Pension Pension Benefit Finance Retirement Plan 52

HR Bartender

JULY 19, 2016

The information we’re covering is for general informational purposes only and does not constitute legal advice, tax advice, accounting services, or professional consulting of any kind. I was reminded of this during a Paycom webinar on “ FLSA: Don’t Underestimate Overtime Expansion. ” Exploring the Overtime Policy Piece.

Overtime 92

Overtime Human Resources Retirement Plan Life Insurance 92

Empuls

FEBRUARY 26, 2024

  Offer alternative healthcare plans , such as high-deductible health plans (HDHPs) paired with health savings accounts (HSAs). These plans often provide employees with more control over their healthcare expenses and offer tax advantages.

Employee Benefits 40

Employee Benefits Financial Counseling Healthcare Retirement Plan 40

Professionals Alternative

FEBRUARY 21, 2024

Additionally, HR payroll professionals are responsible for maintaining accurate employee records, such as tax information, benefits enrollment, and timekeeping data. Furthermore, HR is responsible for managing employee benefits, such as health insurance, retirement plans, and paid time off.

Human Resources 52

Human Resources Payroll Employee Compensation Payroll Software 52