Documents

Document Type

Displaying 13 – 24 of 46

  1. Information, Newsletter

    Winter 2019-2020 "News & Notes" Newsletter

    Winter 2019-2020 Issue of "News & Notes": Considering Opting Out of SS: Critical Issues | Option C Rate for 2020 | Change in Required Minimum Distributions Start Date
    Filename: 2019-2020 Winter Newsletter (web).pdf
    Size: 453 KB
  2. Information, Newsletter

    Fall 2019 "News & Notes" Newsletter

    LTD: New Option and Improvements | New "ICHRA" Arrangement | Ministers' Pay Essentials
    Filename: 2019 Fall Newsletter (web).pdf
    Size: 422 KB
  3. Information, Newsletter

    Summer 2019 "News and Notes" Newsletter

    The Corrective for Volatility in Investments? Think Long-Term!
    Filename: 2019 Summer Newsletter (web).pdf
    Size: 306 KB
  4. Information, Newsletter

    Spring 2019 "News & Notes" Newsletter

    Housing Allowance Upheld | "Prepare Today" Matching Retirement Contribution Grant | EFCAOne Opportunities with FCMM | Stay Alert to Scammers | Keep Beneficiary Information Up-to-Date
    Filename: 2019 Spring Newsletter (web).pdf
    Size: 401 KB
  5. Information, Newsletter

    Winter 2018-2019 "News & Notes" Newsletter

    Time for Payroll Service? | Retirement Contribution Limits for 2019 | 1099-R Basics | Employer's Compass | Prepare Today Matching Grant
    Filename: 2018-2019 Winter Newsletter (web).pdf
    Size: 825 KB
  6. Information, Newsletter

    Fall 2018 "News & Notes" Newsletter

    News & Notes for Fall 2018: Matching Program for New Retirement Plan Participants | Retirement Plan Funds and Fees Reviewed | FAQ: Contributions Not Showing?
    Filename: 2018 Fall Newsletter (WEB).pdf
    Size: 345 KB
  7. Information, Newsletter

    Summer 2018 "News & Notes" Newsletter

    News & Notes newsletter for Summer 2018: Are You Saving Enough? | A Vital Benefit: LTD | New Medical Coverage Alternative
    Filename: 2018 Summer Newsletter (Web).pdf
    Size: 295 KB
  8. Information, Newsletter

    Spring 2018 "News & Notes" Newsletter

    News & Notes newsletter for Spring 2018: Secure File Exchange | Explanation of EmployER and EmployEE Contributions to Retirement Plan | When the Church Brings on a New Treasurer/Administrator
    Filename: 2018 Spring Newsletter (web).pdf
    Size: 296 KB
  9. Information, Newsletter

    Winter 2017-2018 "News & Notes" Newsletter

    News & Notes newsletter for Winter 2017-2018: Increase in Option C | GuideStone Health Insurance Personal Plans | Housing Allowance Court Case | 2018 Retirement Plan Contribution Limits | New Forms
    Filename: 2017-2018 Winter Newsletter (WEB).pdf
    Size: 304 KB
  10. Information, Newsletter

    Fall 2017 "News & Notes" Newsletter

    News & Notes newsletter for Fall 2017: New President | Ric Stanghelle
    Filename: 2017 Fall Newsletter (web).pdf
    Size: 317 KB
  11. Information, Newsletter

    Summer 2017 Newsletter

    Long Term Care Insurance | QSEHRA for Medical Benefits | Downloadable Statements
    Filename: 2017 Summer Newsletter (WEB).pdf
    Size: 305 KB
  12. Information, Newsletter

    Spring 2017 Newsletter

    Entire issue covers IRS Required Minimum Distribution rules for retirement accounts after age 70 1/2.
    Filename: 2017 Spring Newsletter (web).pdf
    Size: 319 KB