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Eli Lilly Employee Voluntary Early Retirement Program (VERP) Decision

Created on Friday, 08 September 2017. Posted in content/blog

... to work. By continuing to work you would continue to contribute to the Lilly Savings Plan (401k), accrue additional pension benefits and earn credits towards retiree healthcare. You need to weigh if those ...

In The News

Created on Thursday, 13 August 2015. Posted in content/resources

... Fiduciary?”        The ...

How to Report 401k Rollover to IRA on 1040

Created on Wednesday, 28 January 2015. Posted in content/blog

  If you made a direct rollover from your 401(k) or other qualified plan into an IRA last year, you will receive a 1099-R from the custodian of the plan. You do need to report this on your 2014 ...