401(k) Fridays Podcast

401(k) Ch-Ch-Changes in 2019: What to Know about Recent Tax Reform, Plan Design, and Financial Wellness

Informações:

Synopsis

Welcome back to new episodes of the 401(k) Fridays Podcast! After taking a little hiatus in July I am really excited about what we have in store for the remained of the year.  Also, during our little break I updated the podcast intro, if you skipped it go back and give it a quick listen.  We also updated the website, thank you Jonah and Annie at Puddlecreative. Go to 401kfridays.com and check that out, and while you are there don’t forget to subscribe to our email list.  All done with housekeeping, now onto the episode at hand.     Its always fun to welcome back a returning guest.  Jeff Bograd was one of my favorite guests from last year, if you haven’t listened to his episode scroll down on your podcast app and look for Retirement Plan Design The Next Frontier it is a good one.  Today, we tackle some thoughts for employers as they plan for 2019.  Recent tax reform brought about a few changes to 401(k) plans that everyone should be aware of.  Also, we hit on a few plan design options to think about as you con