Video, Article, & News Library
If you offer employer-sponsored health and welfare plans - such as life, disability, medical and dental – you will want to review the required reporting and disclosure obligations. This checklist offers a great overview.
Understanding and successfully managing your financial affairs is an important component in the life of most any working adult. Discover the many benefits of introducing financial education programs into the workplace and see why so many employers are taking the first step to provide their employees with the financial literacy skills they need.
ERISA includes standards of conduct for those who manage employee benefit plans and their assets, who are called “fiduciaries”. This Compliance Overview includes a set of frequently asked questions (FAQs) to help employers understand the basic fiduciary responsibilities applicable to group health plans under ERISA.
Now your clients can download their required 2018 federal workplace posters from HR360's convenient Federal Workplace Poster Requirements guide. This simple tool provides guidelines on which employers must display the posters, and posters can be downloaded by simply clicking on the special links in the chart.
What types of IRAs are available?
The two major types of IRAs are traditional IRAs and Roth IRAs. Both allow you to contribute as much as $5,500 in 2017 (unchanged from 2016). You must have at least as much taxable compensation as the amount of your IRA contribution. But if you are married filing jointly, your spouse can also contribute to an IRA, even if he or she has little or no taxable compensation, as long as your combined compensation is at least equal to your total contributions. The law also allows taxpayers age 50 and older to make additional "catch-up" contributions.
IRS Releases New Income Tax Withholding Tables
The Internal Revenue Service (IRS) has released IRS Notice 1036, Early Release Copies of the 2018 Percentage Method Tables for Income Tax Withholding.
At Brooks Financial Group, we feel the current market correction is healthy and long overdue after the historically benign conditions over the past year had led measures of investor sentiment to become increasingly elevated in recent weeks. We continue to feel the fundamental backdrop for equity markets remains strong based on a combination of accelerating global economic growth, robust corporate earnings, and subdued inflation, and we remain constructive on the outlook for global equity markets in 2018. Based on this outlook, we recommend that investors remain disci