Help Employees Save More for Retirement by Dispelling Myths about Roth 401(k)s

Myths and misgivings about Roth 401(k) plans can block employees from making valuable decisions about their retirement. Roth 401(k)s can offer many benefits over traditional 401(k) plans, yet few workers make use of this option. Our Retirement Services group data shows that just over half of 401(k) plans offer Roth contributions. Within the plans that […]

Health Flexible Spending Accounts: Use-It-or-Lose-It….But Not All of It

Today, the U.S. Department of Treasury and the Internal Revenue Service (IRS)— made an announcement modifying its Health Care FSA “use-it-or-lose-it” provision to allow rollover of unused FSA funds. As a quick background, FSAs allow employees to contribute pre-tax dollars to pay for out-of-pocket healthcare expenses – including deductibles, copayments, and other qualified medical, dental […]

The ABD Team keeps giving…

This week’s switch to daylight savings, needle phobias, lightheadedness and even potential nausea were not deterrents for the ABD Team to give – literally of themselves – at our ABD sponsored Red Cross Blood Drive this week. Our team members are notorious for rolling up their sleeves to get a job done for their clients; […]

Our Bright Future

For almost 30 years, I have been at the helm of JLV Insurance, helping guide the agency’s growth, strong service culture, and commitment to the community. I joined with partner Dan Johndrow in 1983, after a successful career in banking–where I gained a perspective on the right combination of financial services necessary for business and […]