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ABG Southwest
  • Why Us
    • How We’re Different
    • Leadership Team
    • Strategic Alliances
    • Values and Vision
  • Sponsors
    • Administration
    • ERISA Fidelity Bonds
    • Plan Design & Consulting
    • Plan Sponsor Videos
    • Recordkeeping
  • Participants
    • Account Login
    • Participant Help Center
    • Participant Video Learning Center
    • Financial Learning Center
    • Financial Calculators
  • Advisors
    • Investment Platforms
  • Tribal Services
  • Help Center
    • 2022 Holiday Hours and Closures
    • Financial Calculators
    • Resources for Participants
    • Video Center

News & Insights

  • What Is the Lifetime Income for Employees (LIFE) Act?

    Posted on June 22, 2022 By ABG Southwest in categories General , News Update
    Representatives Donald Norcross (D-NJ) and Tim Walberg (R-MI) who are both members of the House Committee on Education and Labor, reintroduced the bipartisan Lifetime Income for Employees (LIFE) Act of 2022. This proposed legislation would…
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  • Retroactive Plan Adoption for New Qualified Employer Funded Plans Under the SECURE Act

    Posted on May 31, 2022 By ABG Southwest in categories General , News Update
    The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the Internal Revenue Service (IRS) extended the deadline for employers to adopt new qualified retirement plans that are effective for the preceding taxable year until the…
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  • Stay the Course in Uncertain & Volatile Times

    Posted on May 16, 2022 By ABG Southwest in categories General , News Update
    With the market’s volatile start to the year, it’s understandable why plan participants may be concerned. It’s often the fear of the unknown that causes individuals to act on emotion and make decisions they may later regret. Right now, we…
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  • SECURE Act 2.0: More Change on the Horizon for Retirement Plans

    Posted on May 03, 2022 By ABG Southwest in categories General , News Update
    The Securing a Strong Retirement Act (better known as the SECURE Act 2.0) is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed into law on December 20, 2019. The U.S. House of…
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  • Tax Talk & Changes in Required Minimum Distribution Rules

    Posted on April 27, 2022 By ABG Southwest in categories General , News Update
    Important compliance deadlines are just around the corner for defined contribution plans. ABG Southwest advisors are also discussing recent changes to the required minimum distribution (RMD) rules which have important implications for retirees. Article Continues Below Benefits & Recruiting:…
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  • Workplace Benefits that Attract & Retain —After COVID-19

    Posted on March 08, 2022 By ABG Southwest in categories General , News Update
    Although the worst of the pandemic is now, we hope, behind us, the lifestyle disruption has created a monumental shift in how people work. This disruption has affected nearly every industry and has caused many individuals to take a…
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  • How Healthcare Impacts Retirement Savings

    Posted on February 24, 2022 By ABG Southwest in categories General , News Update
    How Can You Adapt Your Retirement Plans for Rising Costs in Healthcare? Healthcare is one of the largest expenses during one’s retirement and costs continue to rise. These costs are rising primarily due to an aging population and longer…
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  • Financial Wellness Programs Are Essential for Your Employees

    Posted on February 08, 2022 By ABG Southwest in categories General , News Update , Newsletter
    From Job Perk to Essential Benefit: The Demand for Financial Wellness Programs There is a strong connection between mental health and finances. Financial problems can lead to a valued company team member feeling anxious and/or depressed and, in turn,…
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  • First Ever DOL Issued Cybersecurity Guidance

    Posted on September 09, 2021 By ABG Southwest in categories General , News Updatetaggedcyber security , retirement cybersecurity , retirement plan sponsor , retirement security , sponsor cybersecurity
    On April 14, 2021, the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) issued cybersecurity guidance for employer sponsored retirement plans. This is the first ever issued guidance for plan sponsors, plan fiduciaries, recordkeepers, and plan participants to implement…
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  • The DOL’s Rollover Guidance - The Opportunities & Challenges

    Posted on August 24, 2021 By ABG Southwest in categories General , News Update
    At the end of 2020, the Department of Labor (DOL) adopted a rule that reinstates the five-part test to determine what is or isn’t investment advice and implements a new prohibited transaction exemption that expands fiduciary advice to include rollover recommendations. In…
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  • Legislative Highlights - Improving Access to Retirement Savings Act

    Posted on August 11, 2021 By ABG Southwest in categories General , News Updatetaggedlegislative highlights
    Senators Chuck Grassley (R-Iowa), Maggie Hassan (D-New Hampshire), and James Lankford (R-Oklahoma) introduced a bill named the Improving Access to Retirement Savings Act. This proposed bill will extend retirement plan choices to nonprofit groups and provide incentives to encourage small…
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  • Securing Your Retirement Savings

    Posted on August 02, 2021 By ABG Southwest in categories General , News Update
    The Securing a Strong Retirement Act is a new piece of proposed legislation designed to encourage individuals to save more in their working years so they can enjoy a financially secure retirement. It has already been dubbed the SECURE Act…
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  • Keeping Up with CARES Act & Secure Act Provisions

    Posted on June 10, 2021 By ABG Southwest in categories General , News Update
    Meeting the requirements and opportunities presented by the Setting Every Community Up for Retirement Enhancement (SECURE) Act and the Coronavirus Aid, Relief and Economic Security (CARES) Act can becomplex. Key considerations as we move forward in 2021 include the…
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  • Highlights from Fidelity’s Plan Sponsor Attitudes Survey

    Posted on March 17, 2021 By ABG Southwest in categories General , News Update
    Employers and retirement plan sponsors continue to be focused on participant outcomes when it comes to fine-tuning and managing their company’s retirement plans, Fidelity Investments’ 2020 Plan Sponsor Attitudes survey reveals. In this article, we will review survey highlights and…
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  • The CARES Act 2.0: What Employers Need to Know

    Posted on March 09, 2021 By ABG Southwest in categories General , News UpdatetaggedCARES act , CARES Act 2.0 , retirement plans
    As American workers and businesses continue to grapple with the health and economic ramifications of the COVID-19 global health crisis, the Consolidated Appropriations Act of 2021 (otherwise known as CARES Act 2.0) was signed into law on December 27, 2020.
    More
  • "Tax Talk" - Winter 2021

    Posted on February 18, 2021 By ABG Southwest in categories General , News Update , Newslettertaggedtax , tax compliance deadlines , tax talk
    In this issue of Tax Talk, we update you on important upcoming compliance deadlines for defined contribution plans as well as provide a quick reminder of the SECURE Act’s ruling on part-time employee participation effective this year. Upcoming Compliance Deadlines…
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  • Options for Plan Sponsors During the Pandemic & Beyond

    Posted on January 20, 2021 By ABG Southwest in category GeneraltaggedPlan Provisions , Plan Sponsors , provisions , retirement plan options
    The SECURE Act, implemented at the end of 2019, and the CARES Act, implemented in March of 2020, provided a number of new retirement plan provisions for plan sponsors to consider. During the pandemic, as some businesses and industries have…
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  • Restarting Retirement Plan Participation

    Posted on December 08, 2020 By ABG Southwest in categories General , News Update , Newsletter
    While some employees are still facing financial challenges, other employees may be ready to get back on track with their retirement goals—and many of them may need information so they can determine their next steps. Plan sponsors should start…
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  • Shepherding Participants from 401(k)s to Rollover IRAs

    Posted on November 30, 2020 By ABG Southwest in categories General , News Update , Newslettertagged401k , 401ks , 403bs , 457s , IRA , IRAs , pension plan , pension plans , Rollover IRA , Rollover IRAs
    The economic impacts from the COVID-19 pandemic continue to be felt across the U.S., and employees and businesses are bearing the brunt of the challenges. As many businesses partially open or close entirely, plan sponsors are faced with managing numerous…
    More

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