eBlast – Total Liability Calculator Basic videos

Audience: Employers Product: Defined Benefit, Hybrid Plans Contacts: Primary and HR contacts with DB and hybrid plans Date Sent: 1/31/2024 Format: eBlast Description: Two videos showing how to use the Total Liability Calculator Basic (TLC Basic) were published to mersofmich.com. The videos show how to use TLC Basic to review the current and future health… Continue reading

eBlast – Upcoming Investment Fund Provider Transition Notification

Product: Defined Contribution, Hybrid, 457, Health Care Savings Program Contacts: Primary and HR Date Sent: 1/8/2024 Format: eBlast Description: An eblast was sent today to all HR and Primary contacts at municipalities with defined contribution, hybrid, 457 and/or Health Care Savings Program​ to notify them that the providers for the MERS Stable Value Fund and… Continue reading

eBlast – IRS Form 1095B Data Now Available in Employer Portal

Product: Health Care Savings Program Contacts: Primary and HR Date Sent: 12/14/2023 Format: eBlast Description: An eblast was sent today to all HR and Primary contacts at municipalities with Health Care Savings Program​ to let them know that the data they need to populate 1095-B forms is now available in their Employer Portal. A copy of… Continue reading

eBlast – Municipal Matters

Audience: Employers Product: All products Contacts: All contacts Date Sent: 11/13/23 Format: Email Description: A Municipal Matters was sent out to all contacts at all municipalities. Topics in this edition are: GovInvest Update and Upcoming Webinar Information DC Forfeitures Reminder 1094B and 1095B Tax Filing Reminders (for HCSP) 2024 Contribution Limits Notice Sample: A sample of the… Continue reading

eBlast – CEO News

Audience: Employers Product: All Contacts: All contacts Date Sent: 10/20/2023 Format: Email Description: A CEO News was sent out on 10/20/2023. Topics in this edition include: Annual Conference recap Impact Awards recap Upcoming employer education opportunities Investment podcast promo Sample: A sample of this edition can be found here.

eBlast – IRS Delays Roth Catch-up Contribution Requirement

Audience: Employers Product: Defined Benefit, Defined Contribution, Hybrid, 457 Contacts: Primary, HR Date Sent: 9/12/2023 Format: Email Description: The SECURE 2.0 Act mandated that catch-up contributions must be made on a Roth basis for those earning more than $145,000 beginning after 12/31/2023. In an effort to give employers more time to communicate this change and ensure… Continue reading

eBlast – Municipal Matters

Audience: Employers Product: All products Contacts: All contacts Date Sent: 7/17/2023 Format: Email Description: A Municipal Matters was sent out to all contacts at all municipalities. Topics in this edition are: Retirement Conference Registration Now Open Upcoming DB Reporting Bootcamp Information Secure 2.0 Act of 2022 Updates Upcoming Opportunity to Review DC Benefit Structure Reminder – MI… Continue reading

eBlast – CEO News

Audience: Employers Product: All Contacts: All contacts Date Sent: 5/8/2023 Format: Email Description: A CEO News was sent out on 5/8/2023. Topics in this edition include: Information on Upcoming Webinar – Understanding your Defined Benefit Plan Financials SECURE Act 2.0 Updates and Upcoming Webinar Information Working in Retirement Waiver Extension Clarification Defined Benefit Employer Reporting… Continue reading

eBlast – Municipal Matters

Audience: Employers Product: All products Contacts: All contacts Date Sent: 2/28/2023 Format: Email Description: A Municipal Matters was sent out to all contacts at all municipalities. Topics in this edition are: New episode of “Inside MERS Investments” Now Available Target Date Fund Change Coming Soon New Resource to Help Transfer & Rehire Employees Secure 2.0 Act of… Continue reading

eBlast – Target Date Fund Transition Notification

Audience: Employers Product: Defined Contribution, Hybrid, 457 Program, Health Care Savings Program Contacts: Primary, HR and Finance contacts Date Sent: 2/14/23 Format: Email Description: An eblast was sent to all primary, HR and finance contacts with notification that on the close of business on 4/27/23, MERS will transition the Retirement Strategies target date funds to LifePath… Continue reading