Month: October 2020

2021 Social Security Cost of Living Allowance [COLA] Update. Meld University Logo on top of a pen, paper with budget figures, and a calculator
Social Security Cost of Living Adjustment [COLA] for 2021

School of Social Security & Medicare

The Social Security Administration announced the Cost of Living Adjustment for 2021. Learn how this change could impact your finances.

Papers with the following text: ERISA – The Employee Retirement Income Security Act
New DOL E-Disclosure Rule Aimed at those not “Wired at Work”

School of Employer Plans

A new e-disclosure safe harbor was published by the DOL in May. Retirement plans now assume e-disclosure distribution for all participants.

A traffic sign with “Medicare Just Ahead” written on it meant to indicate Medicare Planning
Medicare – Are You Paying Too Much Premium?

School of Social Security & Medicare

Pat Burris, CFP® discusses Medicare and the steps you need to take to ensure you aren’t paying too much premium for your Medicare coverage.

A paper report with CARES Act – Coronavirus Aid, Relief, and Economic Security Act written on it, with an open ink pen lying on top – indicating Partial Plan Termination Rules were clarified by the CARES Act.
CARES Act Update for Employers: Partial Plan Termination

School of Employer Plans

In our latest CARES Act update, learn about Partial Plan Termination and how it affects companies with vesting schedules.