Hot off the press from the IRS! No changes to the contribution amounts for 401k and 403b plans for next year. The limit on these plans remains $18,000 with a $6,000 catch-up for those turning age 50 or older. IRA limits also remained the same at $5,500 with a $1,000 catch-up.

We’re pleased to announce that Retirement Planology has been named to the 2016 edition of the Financial Times 401 Top Retirement Plan Advisers.

If you missed Last Week Tonight with John Oliver: Retirement Plans (HBO) and his account of trying to set up a 401k plan for the show's staff, go back and watch! This is part TWO of the highlights along with our commentary where we point out where our pal went a little off course.

If you missed Last Week Tonight with John Oliver: Retirement Plans (HBO) and his account of trying to set up a 401k plan for the show's staff, watch it right now. No, seriously, it's worth it! It's so good, we decided to blog about it. This is part one of two.

In a very, VERY small nutshell, the point and purpose of the DOL’s recently released proposed fiduciary rule is to level the playing field for all financial professionals interacting with retirement plans—401k, etc. as well as IRAs. It establishes an enforceable fiduciary standard of care DOL believes to be consistent with the Employee Retirement Income Security Act. Here’s a summary.

Fiduciary liability can feel like an incredible burden to bear, even for HR professionals. Job requirements day to day are demanding enough without adding retirement plan management on top of it. That’s where a fiduciary financial advisor comes in to help carry the weight of it all.

Now that you have your prime directive in place, let’s talk about why it’s important for your employees, your company culture, and the sustainability of your business. 

When it comes to building your retirement plan, before you do anything you need to know what your prime directive is in relation to benefits and retirement for your employees, your company culture, and the sustainability of your business. 

Yesterday I had the pleasure of speaking on an American Bar Association webinar sponsored by the Joint Committee on Employee Benefits. Webinars are always difficult -- there's so much information to get through that valuable nuggets often get left out. Here are the last minute deletions: