NRECA’s recent webinar discussing IRC 415 legislative relief is now available to view online. NRECA presenters Mark Maus and Michele Gardner provide an overview of relief measures that resulted from legislative efforts on behalf of NRECA’s member cooperatives, and review[…]

Taking on the care and/or financial support of aging parents or other relatives requires more than a quick look ahead. It requires careful planning. Scott Levy, a planner on the Personal Investment & Retirement Consulting (PIRC) team will address this[…]

Beginning in late March, most Retirement Security (RS) Plan participants will receive their annual benefit statements. Individuals with more involved or complex benefit calculations will receive their statements in subsequent weeks. Viewing these statements is a good way for participants[…]

Today is the deadline to submit your cooperative’s 2022 compliance questionnaire and W-2 data for use in performing annual required nondiscrimination testing on the 401(k) Pension and Retirement Security Plans. The resources you’ll need are posted on the Employee Benefits[…]

In January, we shared news of the legislative victory contained in the Consolidated Appropriations Act of 2023 that brings limited relief for certain cooperative employees participating in the Retirement Security (RS) Plan from certain benefit limitations associated with IRC Section[…]