by Taylor Johnson | Jul 16, 2024 | 2024 Content, Featured Newsletter Content
Everything you need to know about your 5500 this summer. Form 5500 is a critical requirement mandated by the IRS and the Department of Labor (DOL) to collect information about employee benefit plans, ensuring compliance and transparency in retirement plan management....
by Taylor Johnson | Jun 17, 2024 | Newsletter, The Envoy Connction
This is a newsletter meant to make you feel more connected to us and yet prepare you for what’s next. Welcome to the very first edition of a series of newsletters we call “The Envoy Connection.” Each issue will contain a letter to our community,...
by Taylor Johnson | Mar 5, 2024 | Retirement
2024 contribution limits: Under age 50: The limit for contributions (combined employee and employer) is $69,000. The employee deferral portion is limited to $23,000. Age 50 and over: The limit for contributions (combined employee and employer) is...
by Taylor Johnson | Dec 14, 2023 | Partner Pages
OneAscent is a comprehensive, faith-integrated wealth management company that walks the extra mile with our clients. Headquartered in Birmingham, AL and with office locations across the US, OneAscent was established with a vision to help our client families find...
by Taylor Johnson | Oct 17, 2022 | Retirement
(4-Minute Read) The average U.S employee is stressed about their finances, with 72% reporting that they’re anxious or concerned because of money worries at least sometimes during the week, according to a recent survey by BrightPlan. Impact on Employees *Source...
