A knowledgeable plan advisor is an important component in the successful operation of your qualified plan. However, selecting the right candidate requires more than simply reviewing typical Request for Proposal (RFP) responses. You should make sure the potential advisor possesses broad industry experience and expertise that applies to your unique situation.

IRS Releases Adjusted Contribution Limits for FSAs and Commuter Accounts
On October 9th, the IRS released the 2026 maximum contribution limits for Flexible Spending Arrangements (FSA) and commuter accounts. Rev....
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