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"Tax Talk" - Fall 2020
As we begin to wrap up the year and the COVID-19 crisis continues to impact our communities, ABG Southwest is ready to help in any way we can, from discussing retirement plan participation and trends to highlighting approaching deadlines. In… -
Encouraging Plan Participation During the Pandemic
The coronavirus pandemic has significantly impacted many from a health and/or financial perspective, and caused some retirement plan participants to evaluate their engagements in retirement plans. Recent stock market volatility, resulting from economic pressures prompted by business shutdowns across the… -
"Tax Talk" - Summer 2020
As the COVID-19 crisis continues to impact our communities, ABG Southwest is ready to help in any way we can, from discussing retirement plan participation and trends to highlighting approaching deadlines. In this issue of Tax Talk, we provide some important compliance due dates for defined contribution plans and noteworthy new provisions from the IRS. -
New CARES Act: COVID-19 Relief Available for Retirement Plans
Since the Coronavirus Aid, Relief and Economic Security (CARES) Act became law, ABG Southwest is carefully reviewing the retirement relief remedies in the $2 trillion stimulus package. -
Our COVID-19 Response
As the COVID-19 crisis continues to impact our communities, we want to communicate the steps we're taking at ABG Southwest to mitigate the effects it will have on our clients -
Contribute to an IRA by April 17, Claim It on Your 2017 Tax Return
The Internal Revenue Service reminds taxpayers that it’s not too late to contribute to an Individual Retirement Arrangement (IRA) and still claim it on a 2017 tax return. Anyone with an IRA may be eligible for a tax credit or deduction on their 2017 tax return if they make contributions by April 17, 2018. -
Financial Finesse Wins Most Innovative Education Product of the Year
Financial Finesse, a company that partners with Alliance Benefit Group (ABG) Southwest and that provides companies with a customized financial wellness program, was recently awarded five Best in Biz awards, including Company of the Year – Small and Most Innovative… -
Companies Boosting 401(k) Contributions to Retain Employees
Some companies in certain industries are using a new strategy to keep the best employees and motivate staff to save for retirement. According to an article in the July 17 edition of The Wall Street Journal, companies ranging from Microsoft…
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