American Fidelity Blog
General
Post-Tax vs. Roth Retirement Accounts ExplainedFebruary 11, 2025
Learn the key differences between post-tax retirement accounts and Roth accounts in this comprehensive guide. Understand their tax treatments, contribution limits, and withdrawal rules to optimize...
Customer Stories
Streamlining Section 125: A Success StoryFebruary 04, 2025
Josh Smith, Finance Director at Woodhaven-Brownstown School District, partnered with American Fidelity to simplify Section 125 planning for 500+ staff members.
General
Pre-Tax Retirement Plan Withdrawal OptionsJanuary 28, 2025
Explore your retirement withdrawal options, including systemic, periodic, and one-time withdrawals, as well as required minimum distributions (RMDs). Learn how to create a tax-efficient strategy to...
Customer Stories
Take Advantage of In-Person EnrollmentJanuary 28, 2025
Discover how in-person benefits enrollment empowers individuals to make confident, informed decisions. Hear real stories from people like Andrea, April, and Jackie who found clarity, support, and p...
Reimbursement Accounts
FSA Carryovers, Grace, and Runoff Periods ExplainedJanuary 14, 2025
“Use or Lose!” – Deciphering the difference between carryover provisions, grace periods, and runoff periods.
Reimbursement Accounts
Avoid Losing Unused FSA Funds: Key TipsJanuary 09, 2025
While FSAs must adhere to the “use-or-lose” rule, employers may offer one of two options to help you avoid having to forfeit your unused funds.
General
What is a Pension?January 07, 2025
Understanding the different types of pensions, their benefits, and potential limitations is necessary for successful retirement planning.
Compliance Updates
IRS Announces 2025 Retirement Contribution LimitsJanuary 02, 2025
The Internal Revenue Service (IRS) announced 2025 retirement plan contribution limit adjustments.
Compliance Updates
SECURE 2.0: 2025 Retirement Plan ChangesDecember 31, 2024
SECURE 2.0 expands retirement savings options by increasing access and simplifying saving for the future.
Compliance Updates
Three States Pass Paid Sick Leave MeasuresDecember 26, 2024
Voters in three states—Alaska, Missouri, and Nebraska—voted in favor of ballot measures that require employers to provide paid sick leave to employees among other requirements.
Customer Stories
Expect the Unexpected: Enid, OK TestimonialDecember 24, 2024
Adina, an office manager at Enid Public Schools, found comfort and financial security with American Fidelity’s insurance during her husband’s cancer diagnosis.
Benefits Strategy
Does AI Improve Productivity?December 10, 2024
A popular narrative around AI involves its use for improving workplace productivity. However, new data suggests otherwise for specific applications. Is AI right for your organization?