#RetirementPlans
Kathleen Salas Bass explains that every few years, the IRS requires plan sponsors to adopt interim amendments to keep their retirement plans in line with new laws. 

#IRSCompliance #RetirementPlans #InterimAmendments #PlanUpdates #EmployeeBenefits
January 16, 2026 at 2:31 PM
Retirement unlocks global adventures! What's on your travel bucket list? Whether it’s coffee in Paris or ruins in Rome, share your post-career dreams and inspire us all! #TravelGoals #RetirementPlans
January 13, 2026 at 3:42 AM
Kathleen Salas Bass shares that each type of benefit plan has specific notice requirements. 

For example, Safe Harbor and auto-enrollment plans require annual notices before the new year.

#RetirementPlans #BenefitsCompliance #PlanAmendments #SafeHarborPlans #HRUpdates
January 12, 2026 at 6:32 PM
"While many #BabyBoomers have #pension plans that provide an income for life, #GenerationX entered the workforce as pensions were being replaced by #DefinedContribution plans and before features like auto-enroll and auto-escalate became common." And it's showing. #RetirementPlans
Gen X faces largest retirement savings gap of any generation
On average, Gen Xers expect to retire with $711,771 saved — far short of the $1,116,747 they believe is necessary for a comfortable retirement.
buff.ly
December 18, 2025 at 5:00 PM
Nearly one in four recent hires are unable to correctly identify a #401k as an employer-sponsored retirement plan. Retirement anxiety is also rising. #FinancialWellness #EmployeeBenefits #RetirementPlans
Almost 1 in 4 recent hires don’t know what a 401(k) is
Retirement anxiety is also rising, with 63% of recent hires expressing concern about running out of money in retirement.
buff.ly
December 17, 2025 at 5:00 PM
Kathleen Bass explains that recent legislation created both mandatory and optional
changes for employee benefit plans. 

#EmployeeBenefits #WorkplaceLaw #RetirementPlans #HRDirectors #ERISA
December 15, 2025 at 7:04 PM
Doll Lank points out that in just a few years, two major laws—the SECURE Act of 2019 and SECURE Act 2.0 in 2022—introduced more than a thousand changes to retirement plans. 

#EmployeeBenefits #SECUREAct #RetirementPlans
December 11, 2025 at 6:31 PM
I’m watching so many FB & IG posts about campervans recently that last night I dreamt I was touring about Scotland & Ireland in one of my own… I even had a little Westie with me 🐶😍 #retirementplans
November 29, 2025 at 8:41 AM
It's a shame that I read this on my birthday instead of the week or so I needed to do this ON MY BIRTHDAY. Also #RetirementPlans

www.wargamer.com/miniature-wa...
Miniature wargame fans are refighting WW1 using 15,000 toy soldiers and their yards as the battlefield
A Chicago-based gang of tabletop wargamers are digging actual earthworks to accommodate their colossally ambitious custom campaigns.
www.wargamer.com
November 27, 2025 at 6:02 PM
Kathleen Bass explains that when buying a company, employee benefits should never be overlooked. Retirement plans in particular can carry hidden liabilities if they are not reviewed during due diligence. 

#EmployeeBenefits #BusinessSale #RetirementPlans
November 24, 2025 at 6:31 PM
@olshanlaw.bsky.social CLIENT ALERT: IRS Announces 2026 Retirement Plan And Other Benefit Limitations
#OlshanLaw #ClientAlert #IRS #RetirementPlans #ERISA #EmployeeBenefits

lnkd.in/ewZgCvWX
November 19, 2025 at 4:03 PM
Doll Lank explains that federal law creates strict rules for retirement and benefits plans. Some mistakes have no statute of limitations until a plan is terminated or reported to the IRS.

#EmployeeBenefits #ERISA #RetirementPlans
November 16, 2025 at 2:02 AM
Kathleen Bass points out that large layoffs don’t just affect employees’ jobs—they can also trigger special retirement plan rules. 

A significant layoff may count as a “partial termination,” requiring certain benefits to vest immediately. 

#EmployeeBenefits #Layoffs #RetirementPlans
November 2, 2025 at 2:31 PM
Is the retirement dream dying?

Full discussion here 👉 linktr.ee/ohgodwhatnow...

#retire #retirement #retirementplans
October 23, 2025 at 4:41 PM
New litigation reveals hidden threats to 401(k) participants. Recent cases show why independent fiduciary advisors are more valuable than ever. Who can you trust?
spr.ly/63326A0DNe
#ERISA #RetirementPlans
Advisors Face New Conflict of Interest Challenges
Recent litigation reveals how third-party conflicts impact advisor-client relationships. Advisors must look beyond their own practices to protect clients
spr.ly
October 15, 2025 at 10:00 PM
Don’t Leave Your Retirement Savings Behind: How to Track Down Lost 401(k)s financialnewsweek.com/2025/10/04/d... #401k #retirementsavings #retirementplans
October 4, 2025 at 2:02 AM
FYI: #HardshipLoans #401kWithdrawls #Retirementplans
"must be paid back to the borrower’s retirement account under the plan."
"The money is not taxed if loan meets the rules & the repayment schedule is followed." #Profitsharing #403b #457b plans may offer loans. Source⬇️
www.irs.gov/retirement-p...
Hardships, early withdrawals and loans | Internal Revenue Service
Information about hardship distributions, early withdrawals and loans from retirement plans.
www.irs.gov
September 30, 2025 at 5:28 PM
Fresh data. Real trends. Future focus.
Get inside the minds of 1,000+ plan sponsors at the #25SYMP.

You don’t have to be a CEBS graduate to attend, just ready to learn! Register today: www.iscebs.org/symposium

#CEBS #CEBSgoals #ComplianceAlliance #ISCEBS #Benefits #RetirementPlans #AI #CD #Canada
August 14, 2025 at 7:51 PM
President Trump signs an executive order allowing cryptocurrencies in 401(k) plans. The move directs the Labor Department to review restrictions on alternative assets, potentially reshaping the $12.5 trillion retirement market. #CryptoInvesting #RetirementPlans #DonaldTrump
August 7, 2025 at 4:13 PM
US SEC would set up guardrails for private investments in retirement plans, chairman says
NEW YORK -The U.S. Securities and Exchange Commission is prepared to work with the Labor Department to establish guardrails for investors if they gain greater access to private markets in retirement plans, the agency’s chief said in a CNBC interview on Monday. "We can work with the Department of Labor to help to have good guardrails" for people to offer greater access to private markets for individual investors, SEC Chairman Paul Atkins said when asked about reports that President Donald Trump plans to sign an executive order to make private-firm investments more accessible in retirement plans. Private firms do not have the same level of required disclosures as public companies and are prone to valuation issues, so the SEC has historically restricted their access to mainstream investors. "We need to make it so that individual investors are relying on fiduciaries to help them put these sorts of products, if they wish, into their long-term savings and retirement plans," Atkins said. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Unsure where to invest next? Get access to our proven portfolios and discover high-potential opportunities. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech stocks, and Mid Cap stocks, you can explore various wealth-building strategies.
www.investing.com
July 21, 2025 at 4:12 PM
The White House is preparing an order to allow private equity investments in 401(k)s! 🏛️💰 #WhiteHouse #PrivateEquity #RetirementPlans #Investments

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July 16, 2025 at 2:31 AM