Category Archives: Infographics

2019 Contribution Limits

New 2019 Retirement Plan Contribution Limits!

The IRS has announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. For company retirement plans, the most recognized highlight is the 401(k) contribution limit increase to $19,000 for the new year. Review the full list of contribution limit changes below!   This commentary on […]

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How Much Should I Save Every Month?

Infographic: How Much Should I Save Every Month?

“How Much Should I Save Every Month?” It’s a question that doesn’t always present an easy answer, especially with a variety of financial goals and timelines. Fortunately, our latest infographic should serve as an excellent guide on how to prioritize everything from saving for retirement to paying down credit card debt. We’ll also suggest some […]

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financial stress

Infographic: The Cost Of Financial Stress

What’s the real cost of financial stress for employees? These eye-popping statistics on the weight of financial worries within the latest infographic from Fiduciary Financial Partners are hard to ignore. Fortunately, there are real things that employers can do to help their people have a more positive perspective in regard to the road ahead. It starts with […]

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2018 Contribution Limits for 401(k) Plans

Infographic: 2018 Contribution Limits for 401(k) Plans

Are you aware of how 401(k) contribution limits are different from last year to this year? If not, today’s infographic from Fiduciary Financial Partners has you covered. Take a closer look at how such areas as defined contribution limit, maximum contributions and defined benefit limit among others have changed. For a more in-depth conversation about 401(k) contributions, […]

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what's in your fiduciary vault

Infographic: What’s In Your Fiduciary Vault?

Keeping proper documentation is a good way for plan sponsors and fiduciaries to show compliance with applicable laws and regulations. If the Department of Labor (DOL) or Internal Revenue Service (IRS) knocks on your door, there are certain documents that should be complete and on file. So, what should you have in your fiduciary vault? Take […]

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Infographic: Managing Your Fiduciary Duty

Managing a company 401(k) is a big responsibility and understanding all of the potential features and possibilities is almost like another full-time job. As evidenced by our infographic, there are 5 major responsibilities a fiduciary can have. If you’re feeling overwhelmed with your fiduciary responsibility, let’s talk more about it today. Call Nick Economos and […]

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