Redpath Insights

Retirement on the Horizon? Tips for Retirement Catch-Up Saving After 50

Why should you know about catch-up retirement accounts? They can be a good strategy if you haven't saved quite as much as you want to have in retirement. This may be an excellent time to review these accounts as the annual contribution limits...

401ks, Recent Tax Law Changes, and Hardship Distributions

Among other provisions, the Act made changes to the hardship distribution requirements in retirement plans.  These changes are effective for plan years beginning after December 31, 2018.

Does Your Organization Need a Retirement Plan Audit?

Does your company have a retirement plan, such as a 401(k) or ESOP, and cover 100 or more participants?  If so, you’re required by law to have an annual audit of the plan completed and filed with the IRS and Department of Labor (DOL).  The annual...