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 | 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...
by Taylor Johnson | Sep 2, 2022 | Retirement
Did you know that the average American owes around $58,604, and 77% of Americans carry debt of some sort? While it may seem hopeless at times, we fully believe that God gives us the wisdom and ability to become debt free, if we choose to be. Here are 7 steps to help...
