Events

Medicare - What You Need To Know
Apr
3

Medicare - What You Need To Know

Details/Description: We will address steps that you can take now to plan for your future and answer the following questions:

  • What are your Medicare options? Part A, Part B, Part C, Part D, and Medigap

  • How does your income impact your premiums?

  • What do you need to know about Medicare and working beyond age 65?

  • What questions should you ask when considering healthcare plans?

  • How can you group your sources of income to plan for and pay for these expenses?

  • What are the key dates for Medicare that you need to know?

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Mar
22

Outlook for the Global Markets?

Speaker: David M. Lebovitz, Global Market Strategist at J.P. Morgan Asset Management

Details/Description: David is a frequent contributor to CNBC, Bloomberg, and other media outlets. He will review J.P. Morgans’s Guide to the Markets and his outlook for the global markets.

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Five things you need to know about optimizing Social Security
Oct
12

Five things you need to know about optimizing Social Security

Details/Description: Claiming Social Security is an important decision for retirement income. Social Security can help American workers manage longevity, inflation, market volatility, taxes, and also provide a reliable stream of income. Social Security benefits provide more than half of retirement income for 50% of couples and 71% of individuals, according to the Social Security Administration. Do you know what claiming strategy is best for you?

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Aug
19

The Evolving Workspace

Details/Description: MIT AgeLab’s insights reveal that longevity, demographic changes, and technological innovation are revolutionizing the world of work. These changes mean that employers may face a number of challenges, but more importantly, some exciting opportunities to gain a competitive edge.

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Best Practices for Plan Sponsors
Jun
10

Best Practices for Plan Sponsors

Fred Reish is an ERISA attorney whose practice focuses on fiduciary responsibility, retirement income, and plan operational issues. He has been recognized as one of the “Legends” of the retirement industry by both PLANADVISER magazine and PLANSPONSOR magazine.

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May
4

Business Continuation Strategies

Buy-sell arrangements typically take one of two forms - either the business will purchase the ownership interests of a selling owner (referred to as stock redemption or entity purchase agreements) or the other owners will purchase the interests (a cross-purchase agreement).

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2020 Plan Sponsor Survey
Apr
15

2020 Plan Sponsor Survey

Since 2008 Fidelity has conducted one of the largest surveys of retirement plan sponsors, called Plan Sponsor Attitudes. The survey includes over 1,500 plan sponsors across a variety of company sizes, industries, and geographies. The respondents are a mix of CEO’s, CFO’s and head’s of benefits.

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Nonqualified Plans
Feb
3

Nonqualified Plans

What is a nonqualified deferred comp plan?

A deferred compensation plan is an employer-sponsored benefit for the key employees you choose. It’s basically an agreement between you and your key employees. Those who participate defer a portion of their annual compensation into the plan before taxes. And you promise to distribute that money, plus any earnings and additional employer contributions, to them at a future time.

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Paycheck Protection Program (PPP)
Jan
20

Paycheck Protection Program (PPP)

Details/Description: Paycheck Protection Program (PPP) Update - Webinar

At the end of 2020, Congress passed, and President Trump signed, a new law that provides for additional relief related to the coronavirus (COVID-19) pandemic. This law, the Consolidated Appropriations Act, 2021 (CAA, 2021), includes a second draw of Paycheck Protection Program (PPP) loans. We will discuss the following topics:

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Employment Law Issues
Nov
5

Employment Law Issues

Details/Description: Understanding Worker Classification and Avoiding Pitfalls for the Unwary

Andy Sherrod, leader of Hirschler’s Employment Law Team, will discuss best practices for properly classifying a company’s workforce. We will discuss the following topics:

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