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Critical Information for your 5500 in 2025

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....
The Envoy Connection – Summer 2024 Edition

The Envoy Connection – Summer 2024 Edition

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,...

2024 Contribution Limits for 403(b) and 401(k) Retirement Plans

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...
Design a Retirement Plan for Your Church or Ministry

Design a Retirement Plan for Your Church or Ministry

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...

Financial Stress: The Silent Killer of Your Organization

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...
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