by Taylor Johnson | Jul 16, 2024 | 2024 Content, Featured Newsletter Content
Retirement Plan Leakage and Non-Profit and Ministry Workers Retirement plan leakage refers to the premature withdrawal or borrowing from retirement accounts before reaching retirement age. This can include cashing out retirement accounts during service or after...
by Taylor Johnson | Jul 16, 2024 | 2024 Content, Featured Newsletter Content
What you need to know to understand the ERISA fidelity bond. In the Form 5500, one crucial detail to include is the amount of ERISA Fidelity Bond. ERISA fidelity bonds serve as insurance aimed at safeguarding employee benefit plans from losses stemming from fraudulent...
by Taylor Johnson | Jul 16, 2024 | 2024 Content, Featured Newsletter Content
A Key to Retirement Planning Selecting Beneficiaries In retirement planning, one often overlooked yet crucial aspect is the designation of beneficiaries for your retirement accounts. While it might seem like a minor detail, who you choose as your beneficiary can...
by Taylor Johnson | Jul 16, 2024 | 2024 Content, Featured Newsletter Content
Everything you need to know about your 5500 this summer. Form 5500 is a critical requirement mandated by the IRS and the Department of Labor (DOL) to collect information about employee benefit plans, ensuring compliance and transparency in retirement plan management....
by Taylor Johnson | Jun 17, 2024 | Newsletter, The Envoy Connction
This is a newsletter meant to make you feel more connected to us and yet prepare you for what’s next. Welcome to the very first edition of a series of newsletters we call “The Envoy Connection.” Each issue will contain a letter to our community,...
