Guideline

MARCH 18, 2020

The SECURE Act was a major piece of retirement legislation with many different provisions. We’ve already looked at its major provisions , but wanted to highlight the two tax credits that can help small business owners right away: the enhanced Retirement Plans Startup Costs Credit & the new Small Employer Automatic Enrollment Credit.

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Guideline

JANUARY 6, 2020

With the last major piece of retirement legislation occurring in 2006 (the Pension Protection Act that enabled participant auto-enrollment into 401(k) plans), our retirement system was in desperate need of some updates. The PEP provisions of the law will become effective for plan years beginning after Dec 31, 2020.

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Intoo USA

FEBRUARY 10, 2021

Benefits related to workforce changes can be especially tricky to coordinate, because rules regarding layoff notifications, severance pay, and retirement savings options can vary significantly depending on where your offices and employees are located. These online programs, however, can vary widely in quality.

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Outplacement Interview Software Planning Tools HR Software 173

Guideline

MARCH 27, 2020

Asking what they’re doing with their retirement portfolios. At Guideline, we were wondering what people were doing with their retirement investments, too. Were Guideline 401(k) participants changing investment strategies? We analyzed a sample of 100,000 Guideline 401(k) accounts from March to date 2020.

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Zenefits

MAY 16, 2022

To help California employees save for retirement, the state of California passed legislation requiring private sector employers in California to offer a qualified retirement plan. California’s retirement plan mandate: Background. California’s retirement plan mandate: Background. CalSavers: Employer obligations.

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Guideline

JUNE 16, 2020

Today, we’re humbled to share that the World Economic Forum included Guideline as one of its 100 most promising Technology Pioneers of 2020. It’s been less than five years since we set out to build a modern and affordable approach to retirement planning that works for businesses of every size.

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Guideline

FEBRUARY 16, 2021

If you’re self-employed and thinking about opening a retirement plan, first off, congratulations! SEPs are tax-deferred retirement plans that are created by employers. Because of this flexibility and minimal administrative requirements, SEPs are popular retirement accounts for self-employed individuals and other small business owners.

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Extensis

APRIL 19, 2023

Quick look: New legislation under the Consolidated Appropriations Act (CAA) was enacted late last year, affecting employee retirement benefit and health plan laws for 2023 and beyond. However, the new CAA guidelines extend a provision first established by the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020.

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Zenefits

MAY 4, 2020

Employee benefits, health premiums and retirement benefits. 15 and April 26, 2020 have until June 30 to restaff. Bookmark( 0 ) Please login to bookmark The post The Definitive Guide to PPP Loan Forgiveness: FAQ and Guidelines appeared first on Workest. Vacation, parental, family, medical, or sick leave.

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Guideline

DECEMBER 4, 2019

Table of Contents January 1, 2020 Start of 401(k) Safe Harbor status for plans amending to Safe Harbor for 2020 January 15, 2020 Census data due to your administrator January 31, 2020 Form 1099-R must be distributed to participants with distributions in 2019 February 14, 2020 Quarterly participant statements for Q4 2019 due February 28, 2020 Form 1099-R (..)

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BerniePortal

SEPTEMBER 22, 2020

The IRS announced new SECURE Act guidance in early September 2020 to expand retirement savings access and eligibility for part-time workers and new parents. Find out what you need to know and how these changes could impact your workplace.

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Guideline

AUGUST 4, 2020

Making it easy for your employees to save for retirement isn’t just best practice, it’s the law in some states. In 2018, Illinois rolled out Secure Choice , a state-run retirement program that employees can join as an alternative to an employer-sponsored plan. Secure Choice isn’t your typical retirement offering.

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Guideline

AUGUST 25, 2020

Saving for retirement should be simple. Put some of the blame on retirement’s complex terminology. Guideline believes that saving for retirement should be easy for everyone. Consider this glossary your secret decoder ring to all-things-retirement. Let’s help you clear a few things up. Illinois Secure Choice).

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Retirement Planning Tools Compensation Guidelines 52

Intoo USA

FEBRUARY 10, 2021

Benefits related to workforce changes can be especially tricky to coordinate, because rules regarding layoff notifications, severance pay, and retirement savings options can vary significantly depending on where your offices and employees are located. These online programs, however, can vary widely in quality.

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ACA Times

APRIL 3, 2020

5 minute read: On April 2, 2020, the Treasury issued Interim Final Rule on the Paycheck Protection Program (“PPP”). Banks have been anxiously awaiting guidelines on the PPP. Eligible borrowers must have been in operation on February 15, 2020 and either had paid employees or independent contractors.

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Guideline

JUNE 2, 2021

trillion as of June 2020, with student loan debt growing around 7% annually since 2010. For those paying off student debt, the idea of saving at the same time—be it for retirement, a down payment, a wedding, or an emergency fund—can seem impossible. You can still open up an individual retirement account like a Roth or traditional IRA.

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Extensis

AUGUST 8, 2022

In this blog, brush up on your knowledge of the latest HSA guidelines as well as how these accounts can better a client’s business and become an integral part of their DEI plan. Let’s review current employee HSA guidelines and how brokers can enable clients to leverage these accounts to save money and reduce workplace inequities.

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Guideline

AUGUST 27, 2019

Last week, we hosted a discussion about the new retirement requirements in California and Oregon, and how employers can make sure they are staying compliant. Katie from CalSavers: Recently, California and Oregon have passed similar programs intended to help employees save for retirement. What is the CalSavers savings plan?

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Guideline

JANUARY 18, 2024

2023 was a landmark year for Guideline. We reached 47,000+ plans signed and our assets under management reached nearly $12 billion, with our savers contributing close to $3 billion to their retirement savings this year alone. Learn more. ³ ³ Please go to our Pricing Page for information on our plan tiers.

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Guideline

SEPTEMBER 1, 2020

We'll go deep into the nitty gritty of what makes 401(k) plans tick, but you can also brush up on the why and how of 401(k)s in the first two articles: Part 1: Why tax pros should be up to speed on retirement plans. For 2020, that limit is $19,500. Part 2: How to help your clients choose the right 401(k) provider. Are 401(k)s required?

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Guideline

MARCH 21, 2023

Here’s how we got there: From 2020 to 2022, we helped our customers start over 30,000 new 401(k) plans, including 14,500 in 2022 alone. All Guideline plans feature auto-enrollment.) Applied against the 30,000 new plans our customers opened from 2020 to 2022, we arrive at $90 million in total potential tax credits.¹

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Guideline

JULY 10, 2019

Profit sharing in a 401(k) plan is a pre-tax contribution employers can make to their employees’ retirement accounts after the end of the year. These bonuses boost your employees’ retirement savings without increasing their taxable income in a given year. So what is it? Here are five benefits to offering a profit sharing plan: 1.

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Guideline

JUNE 11, 2020

With one in five Americans having saved nothing for retirement, it’s more important than ever for businesses to help and encourage their employees to save for the future. Retirement plans, such as 401(k)s and IRAs, may offer significant tax advantages for savers. Still, many employers don’t offer retirement plans—leaving over 7.5

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Guideline

FEBRUARY 26, 2020

Helping employees save for retirement is the obvious reason to start a 401(k) plan. Thinking of offering retirement benefits for your employees? Thinking of offering retirement benefits for your employees? Here’s why 2020 is the year your small business should introduce a 401(k) plan.

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Guideline

MARCH 17, 2021

Recognizing workers’ need for better access to retirement savings programs, most states (46) have introduced legislation or enacted programs for state-sponsored retirement programs over the last decade. The views and opinions expressed in this interview do not necessarily represent the policies and positions of Guideline.

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Guideline

APRIL 24, 2020

You’ve decided to offer your employees a 401(k) that will help them save for retirement! Getting plan design right is important–it determines which employees are eligible, the annual compliance testing requirements, and how much, if any, employee contributions the company makes to the employees’ retirement accounts.

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Zenefits

MAY 22, 2020

The Small Business Administration (SBA) released the application for Paycheck Protection Program loan forgiveness on May 15, 2020. January 1 2020 – February 29, 2020. You return your FTE employee levels to the same level as that of your pay period that included February 15, 2020. But it’s hard to follow.

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Global People Strategist

AUGUST 20, 2020

The year 2020 bought crucial changes to the employment laws in Ireland. The cost of employing staff was meant to rise in 2020. In January 2020, the employer’s PRSI increased from 10.95% to 11.05%. In 2019, the Supreme Court issued guidelines to accommodate employees with disabilities. Retirement. euros to 10.10

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Guideline

OCTOBER 21, 2022

At Guideline everything we do is rooted in providing a path to retirement and giving people the confidence to start planning for their financial futures. In 2020, California law passed the CalSavers Retirement Savings Program, or CalSavers for short. CalSavers was created to encourage more people to save for retirement.

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Zenefits

APRIL 30, 2020

The Department of the Treasury has issued guidelines on what costs are forgivable under the program, and which will need to be repaid. Employee benefits, health premiums and retirement benefits. To assure 100% forgiveness, employees should not receive payment higher than their salary as of February 15, 2020.

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Zenefits

DECEMBER 6, 2019

workers need more money than ever before to retire comfortably, but reports have shown that they are struggling to save money. Some hope a state-mandated retirement plan will help bridge the gap. The crisis in retirement planning. Consequently, a growing number of states are implementing their own retirement plan.

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Retirement Planning Tools Payroll eBook 36

Etz

MAY 13, 2020

In April 2020 this has risen by a factor of 10 to nearly 50%. There is tremendous interest in health monitoring and protection protocols, best practice, guidelines, compliance, all supported by dedicated software apps and hardware, such as worker fever sensing devices. In the UK over the course of 2019 around 4.7%

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Guideline

OCTOBER 2, 2020

Here’s the thing: Not only is the end of the year actually a good time to evaluate retirement benefits, it might be the best. To boot, offering retirement benefits has never been more affordable — making it a whole lot easier to take the leap. New tax incentives make rolling out a retirement plan even more affordable.

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UpstartHR

JANUARY 5, 2015

No, really, please use the 401k: how to drive engagement in retirement plans. Get outta here: how to prepare your employees to retire. How to create a common sense dress guideline. Back to the Future: HR practices in 2020. Get updates about new SHRM volunteer leadership content. 100 SHRM Chapter Seminar Ideas.

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Insperity

FEBRUARY 9, 2021

Other times, companies make genuine mistakes when interpreting lengthy, confusing guidelines. Internal Revenue Service (IRS) 2020 Employer’s Supplemental Tax Guide. Does the worker receive employee benefits , such as insurance, retirement savings plans or a pension and paid leave? Additionally, on Jan. 6, 2021, the U.S.

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Wage and Hour Training Hiring Software Planning Tools HR Software 126

Analytics in HR

DECEMBER 14, 2022

According to Microsoft’s Work Trends Index, time spent in Microsoft Teams meetings more than doubled globally since the 2020 lockdowns and remote working began, with the average meeting increasing by 10 minutes and the average Teams user sending 45% percent more chats, and 42% more chats per person after hours. Define flexibility policies.

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HR Software Hiring Software Planning Tools Interview Software 123

Guideline

AUGUST 29, 2022

When it comes to planning for your retirement, there’s a lot to look forward to — travel, relaxation, developing new hobbies, sharing time with loved ones. In fact, approximately 76% more employer-sponsored plans offered Roth as an option in 2020 compared to just a decade prior.¹

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