IRS Delivers Covid-19 Surprise To Workers

Wish you could change your health plan for 2021? In newly released guidance on new flexible rules for healthcare and dependent care FSAs, the Internal Revenue Service has included a new Covid-19-relief surprise: Employers can allow employees to make changes...

Daniel Bryant on Outcomes Podcast

“Financial Wellness” is the phrase currently permeating the 401(k) industry. What it boils down to for Daniel Bryant, President of National Sales, Retirement and Private Wealth at Sheridan Road Financial is, “How do we help participants help themselves?” Daniel has...

7 Interesting Financial Facts About Millennials

Being a millennial has its virtues and shortcomings, but more often than not, millennials are considered to be financially indisciplined, frittering away their money on avocado toasts and lattes. And it’s not just the UK millennials, but their U.S. counterparts face...