September 2024 Newsletter
IRS Issues Guidance on Withdrawals for Domestic Abuse Victims
An IRS notice in late June provided critical guidance on early withdrawal penalty exemptions under the SECURE Act 2.0. The law includes significant...
The High Cost of Financial Stress in the Workplace
A 2024 American Psychiatric Association mental health poll reported that 43% of adults experienced higher levels of anxiety...
Overcoming Challenges in Human Resources and Benefits Departments
Human Resources (HR) and benefits departments are responsible for many tasks, including managing company healthcare benefits and overseeing retirement plans. As a result, employees in these departments often experience...