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Tax Talk - Fall 2023

In this issue of Tax Talk, Spectrum updates you on important compliance deadlines coming up for defined contribution plans and provides a quick reminder about amending your plan document for any discretionary changes implemented during the year. The calendar below assumes that a plan is being administered on a calendar year basis.
November 15, 2023 By Nick Stucko Education, Newsletter   Comments Read More >>
COVID-19 Masks

Encouraging Plan Participation During the Pandemic | Retirement & Coronavirus Trends | Legislative Highlights

As the coronavirus pandemic has impacted the economics, finances, and health of many Americans, retirement plan participants may be evaluating continued participation in retirement plans. Learn more about how to encourage plan participation during the pandemic along with trends for plan sponsors and retirement plan participants during COVID-19.
August 20, 2020 By Petros Koumantaros Newsletter covid, covid19, covid-19, engagement, participation   Comments Read More >>
Older Employees in the Workforce

Older Employees in the Workforce | The SECURE Act | COVID-19 + CARES Act | Legislative Highlights

While Millennials have been the focus of much of the discussion around the evolution of the workplace, the U.S. Bureau of Labor and Statistics reports that the number of employees aged 65 and older has increased nearly 70% in the last decade. Learn more about these demographic trends plus more on the SECURE Act, the CARES Act, and what plan sponsors need to know about COVID-19.
May 19, 2020 By Petros Koumantaros Newsletter covid, covid19, covid-19, secure act, the secure act, cares act, the cares act, workforce, demographics, older employees   Comments Read More >>
Bull and Bear Image

Market Volatility & Participant Behavior | How Age and Income Impact Plan Participation | Socially Responsible & ESG Investing | and More

Our fourth quarter 2019 newsletter features an article on market volatility and participant behavior. Also included are articles on how age and income impact plan participation, socially responsible & ESG investing, legislative highlights, and more.
October 28, 2019 By spconsultants.com Newsletter market volatility, investing, participant behavior, socially responsible, esg, plan participation   Comments Read More >>
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ERISA Workplace Retirement Plan Limits

The federal government annually publishes updated qualified retirement plan limits, which impact the contributions, benefit accruals, and compliance of ERISA covered qualified retirement plans. The below tables summarize the most significant changes in recent history.