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Charitable Giving for Companies
View It NowAlthough tax reform has previously been antonymous with simplification, the Tax Cuts and Jobs Act of 2018 did actually simplify things. The simplifications came in the form of limiting or eliminating certain deductions and increasing the standard deduction; however, these changes did make it more difficult to itemize. How does this impact a company or a corporation looking to partake in philanthropic endeavors? The good news is there were no major changes via the new tax law for charitable contributions; however, some of the limitation adjustments have made donors develop a more informed giving process. In this post, we discuss the benefits and various strategies organizations can leverage when engaging charities and non-profit organizations.
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What Type of Fiduciary Should Your Retirement Plan Have?
View It NowThe retirement plan industry has a problem – jargon. While speaking the language is second nature to those who live every day in retirement plan consulting, it’s important that we act as ambassadors and translate the convoluted acronyms and industry slang, so our partners and retirement committee members have the knowledge they need to manage their plan with confidence.
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AFS 401(k) Retirement Services Honored in NAPA’s Top DC Advisor Teams List
Bethesda, MD (December 20, 2018)—AFS 401(k) Retirement Services, a 401(k) Retirement Plans Consulting Firm in Bethesda, MD, today announces that it has been named one of National Association of Plan Advisors (NAPA) Top DC Advisor Teams list. It was also named to the list last year.
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VIDEO: Are HSAs the Missing Piece to Your Employees' Benefits Package?
As more organizations begin to expand their employee benefits, are Health Savings Accounts, or HSAs, a good fit for your employees? An HSA is a savings vehicle designed to assist with out-of-pocket medical expenses, but it can double as another way for your employees to save for retirement. Currently, only those enrolled in a high-deductible health insurance plan are eligible to take advantage of an HSA. Employees can use the funds to pay for qualified medical expenses such as premium payments, deductibles, copays, and prescriptions.
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VIDEO: The 4 Reasons Why You Should do an RFP
Has it been a while since you performed a comparative review of your retirement plan advisor and/or vendor? It may sound like a complicated process, but ensuring you're matched with partners who are in tune with your companies' unique culture and goals is essential. -
VIDEO: 6 Simple Steps You Need to Create a Successful RFP
Chances are at some point you will need to perform a retirement advisor request for proposal (RFP), so why not stay ahead of the game?
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Join Us for Our Charity Golf Fundraiser
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Join the Wallet Watch Challenge
Do you want to achieve financial goals like maintaining better spending habits, saving more, and tracking your expenses? If you said yes to any of these questions, then register to participate in our Wallet Watch Challenge.
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