With the population aging, First American Bank understands that there's no bigger financial topic than retirement planning. Our First Forward Benefit Insights newsletter explores missing participants in retirement plans, the benefits of safe harbor plans, and provides an overview of cash balance plans. Meanwhile, our regular emails keep plan administrators abreast of legal issues and offer ideas on how to draw more employees into retirement benefit programs.
First Forward Benefit Insights:
- Fall 2024
- Summer 2024
- Spring 2024
- Winter 2024
- Fall 2023
- Summer 2023
- Spring 2023
- Winter 2023
- Fall 2022
- Summer 2022
Recent Plan Sponsor Emails:
- 2025 Plan Limits
- Record Retention
- 2024 Plan Limits
- Restatement Cycle 3
- Long-Term Part-Time Employees Update
- IRS Penalty Notice
- SECURE 2.0 - Roth Catchup Contributions
- What You Need to Know About SECURE Act 2.0
- 2023 Plan Limits
- IRS Pilot Program
- Build Back Better Act
- 2022 Plan Limits
- SECURE Act 2.0
- Long-Term, Part-Time Employees
