Posts filed under: February 2023

February 2023

Are your beneficiaries up to date?

Do something good for those you care about... Read More

Living paycheck to paycheck?

Take these steps to start 2023 off in a better direction... Read More

What is dollar cost averaging?

Have you ever wanted to try an investing strategy that requires less work on a month to month basis? ... Read More

Higher contribution limits for retirement savings plans

The Internal Revenue Service (“IRS”) has raised the contribution limits for 2023. 2023 Limits 2022 Limits 401(k) plans elective deferral contribution $22,500 $20,500 401(k) plans age 50 and older catch-up contribution $7,500 $6,500 SIMPLE 401(k) plans deferral contribution $15,500 $14,000 SIMPLE 401(k) plans catch-up contribution $3,500 $3,000 Qualified plan maximum compensation $330,000 $305,000 Social Security...... Read More

Save a tree and go green by signing up for e-delivery today!

Going paperless is a simple and secure way to review your ABA Retirement Funds Program account statements and correspondence. Feel secure that documents have not been lost in the mail. Save time – stop storing, organizing and shredding documents. Reduce paper clutter in your mailbox and on your desk. Print only what you need. Statements...... Read More