Month: January 2025

Meld Financial team members, Ashley Burrell, Madison Caswell, Stevie Fleming, and Holly Criss with the word “Congratulations”
Furthering Education to Better Serve You

School of Meld News

Four Meld Financial employees recently received new certifications that will help them to better serve you.

A portion of an American Flag and a letter from the Social Security Administration with the words “Important Information” written on it.
Social Security Fairness Act Increases Benefits for Some Public Employees

School of Social Security & Medicare

The Social Security Fairness Act eliminated some provisions that reduced benefits for people who worked in the public sector.

An employer plan sponsor and an electronic list of tasks
Employer Sponsored Plan Checklist 2025

School of Employer Plans

Sponsors of employer retirement plans must meet these deadlines to keep their plan compliant and preserve its tax-qualified status.