Author name: Jon Milliken

Special Considerations for Small Businesses and Multiple Employer Plans (MEPs)

Manage My Plan Administration /

The new mandatory auto-enrollment rules bring significant changes, but not all businesses are affected in the same way. Small businesses and multiple employer plans (MEPs) have specific exemptions and considerations that employers should understand as they prepare for the upcoming changes. How Small Businesses Are Affected Small businesses, defined as those with 10 or fewer […]

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How the New Auto-Enrollment Rules Work: Contribution and Withdrawal Requirements

Retire With Confidence /

With the new mandatory auto-enrollment rules taking effect in 2025, employers need to understand the details of how these changes will impact 401(k) and 403(b) plans. The regulations set specific contribution requirements while allowing employees the flexibility to adjust or opt out. Here’s what you need to know about contribution structures, withdrawal options, and compliance

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family volunteering

Giving Back as a Family: Local Volunteer Opportunities in New Orleans

Take Care of My Family /

Teaching children about the importance of community and charitable giving is one of the most valuable life lessons a family can share. By volunteering together, families can create lasting memories, strengthen their bond, and foster a sense of gratitude and empathy in their children. In a city as rich in culture and community spirit as

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calculator, computer, and charts

What Employers Need to Know About the New Mandatory Auto-Enrollment Rules

Manage My Plan Administration /

The SECURE 2.0 Act of 2022 is bringing some big changes to 401(k) and 403(b) plans, including a new rule that requires most newly established plans to include automatic enrollment. With the 2025 deadline approaching, it’s important for employers to understand what this means and how to prepare. Who Needs to Pay Attention to the

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Behavioral Biases: Turning Instincts into Investing Advantages

Live Financially Well /

With some 95% of its activity occurring subconsciously, your brain can be quite tricky. With every spontaneous signal, our cerebral synapses expose us to countless behavioral biases, duping us into making misguided money moves long before our rational resolve kicks in.   “As investors, we leap before we look. We stay when we should go.

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