Are you and your employees getting their money’s worth?

Quarterly 401k Update

Learn about how we communicate with your Employees, via our Quarterly 401(k) Update and our Monthly Financial Wellness Series A$AP Finance.

Summer Travel Costs

May 27, 2025 2:16 pm

The cost to travel over the summer seems to be lower as compared to last year.

Let us know if you have any questions. Contact our team at info@proplanwealth.com.

#401k #contributions #retirement #retirementplanning #travel #vacation

Professional Planning & Wealth 401(k) Markets & Economic Update Q2 2025

April 29, 2025 5:13 pm

Professional Planning & Wealth 401(k) Markets & Economic Update Q2 2025
Let us know if you have any questions. Contact our team at info@proplanwealth.com

Super Catch Up Contributions

March 13, 2025 10:44 am

For 2025, under a change made in SECURE 2.0, a higher catch-up contribution limit is available for employees aged 60, 61, 62 and 63 who participate in a 401(k) plan.

#401k #contributions #retirement #retirementplanning

Are You Aware of the New Catch Up Contribution Limits 💰

March 10, 2025 3:15 pm

Under SECURE 2.0, workers aged 60-63 can now contribute up to $34,750 to their 401(k) in 2025, thanks to a higher catch-up limit of $11,250! 💰 This new rule aims to boost retirement savings for those in their key pre-retirement years, helping those who may have missed out earlier in their careers.

#retirement #investing #stockmarket

Professional Planning & Wealth 401(k) Markets & Economic Update Q1 2025

January 27, 2025 2:36 pm

Professional Planning & Wealth 401(k) Markets & Economic Update Q1 2025
Let us know if you have any questions. Contact our team at info@proplanwealth.com

401(k) Markets & Economic Update Q4 2024

January 27, 2025 2:36 pm

401(k) Markets & Economic Update Q4 2024. Let us know if you have any questions. Contact our team at info@proplanwealth.com.

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