News from Kampstra Wealth Management
Navigating the Complexity of EBSA Investigations
What can plan sponsors do to avoid drawing DOL scrutiny — and help promote a more favorable and speedy outcome should they find themselves the target of a probe?
IRS and Security Summit Offer Online Safety Tips
As National Cybersecurity Awareness Month wraps up and tax season approaches, the Internal Revenue Service and the Security Summit partners reminded taxpayers, including families with children, to remain vigilant against potential online threats.
401(k) Fears: What’s a Plan Sponsor to Do?
The field of behavioral finance points to a number of cognitive distortions that feed on investor fear and can plague participants’ decision-making while compromising their retirement readiness. Here are some that can send shivers down participants’ spines — and ways sponsors can help them cope.
FAFSA Changes
The 2024-2025 school year FAFSA (Free Application for Federal Student Aid) forms being released in December of this year will contain numerous substantive changes. Understanding these changes and how they will impact current and future students’ financial aid is...
The Top Three Reasons to Outsource Fiduciary Services
Outsourcing allows companies to focus more on their core businesses, rather than spending time on areas outside their expertise.
Gobbling Up Good Financial Habits
Holidays are all about spreading cheer and giving, but sometimes people tend to go a bit overboard, which can later result in financial stress. According to a survey conducted by Country Financial, 32% of folks feel the most financial pressure during the holiday...
Fed Rate Decision: Implications for Sponsors
In September, the U.S. Federal Reserve announced it would hold interest rates steady for now but signaled at least one more hike may lie ahead before the end of the year. Moreover, rates are likely to stay elevated, as the Fed also indicated it expects fewer cuts than previously forecast for 2024. Plan sponsors can provide participants with options and tools to assist them during a protracted inflationary climate.
Year-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity.
The Retirement Savings Glass is Only Half Full for Women
Nearly half of women ages 25 and older lack access to a tax-advantaged, employer-sponsored retirement plan.
Are You Over 50?
If you contribute $7,500 each year from age 50 to age 67 (17 years), you can make a big impact on your future.
News Archive
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