Blog

Finding Lost Retirement Plan Money

By David Strege, CFP®, CFA, CKA®, Senior Financial Planner

• One of our financial planners recently had a couple of clients share with him a letter from the Social Security Administration about previous employer retirement funds that they hadn’t claimed. Shortly after these conversations with clients, Kiplinger published the article “How to Find a Lost 401(k),” which explored this topic and explained the new government program to help people find these lost dollars. Read about our experience and more details about the process at the link below. 

https://www.onlyworkforyou.com/resources/blog/finding-lost-retirement-plan-money 

Podcast

2025 Tax-Related Updates

In our latest Finance Moment podcast episode, Financial Planner Tyler Conley shares 2025 updates related to contribution limits, tax rates, and exclusions. You can listen to the full episode here. 

In the News

Syverson Strege Featured on KCCI 8

The 2024 tax filing is underway, and Chief Planning Officer Matt Roberts spoke with KCCI about the various deadlines, what's new from an Iowa state tax perspective and what to do to set yourself up for tax deduction success in 2025. You can watch the full segment here.

Estate/Succession Planning Discussion with Iowa Agribusiness Radio Network

Financial wellness applies to everyone – individuals, families and businesses. Last week, Chief Planning Officer Matt Roberts joined the Iowa Agribusiness Radio Network podcast to talk about the importance of estate and succession planning as it relates to farms and farm families. Tune into the podcast episode here.

Events

• March 11: Estate Execution Workshop @ Syverson Strege Office; 11:30 a.m.-1 p.m. (lunch will be provided) – Zoom option also available. Please register here.
• March 18: NCAA Tournament Client Bracket Begins – stay tuned for details on how to participate.
•  March 28: Client Bingo Social @ Syverson Strege Office; 1:30-3 p.m. Join us for a fun bingo event, catch up with old friends and make new ones, and play for the chance to win prizes! Please RSVP here so we know how many players to plan for.
•  April 5: Easter Egg Hunt @ Syverson Strege Office (green space near the northeast corner of the building); 2-4 p.m. Bring your children, grandchildren, nieces and nephews to our stress-free Easter Egg hunt. Children will be given an egg carton; they will collect 12 eggs and then redeem them for a prize. We will also have spring-themed activities and photo opportunities with the Easter Bunny. Please RSVP here so we know how many children to plan for.
• May 7-9: Document Shredding & Tech Disposal Days @ Syverson Strege Office – stay tuned for details about this event.

Giving Back

Freedom for Youth Snack Donation

Our team celebrated Random Acts of Kindness Day by providing snack donations to Freedom for Youth to support their after-school programming and to ensure each child receives a healthy snack when they are on campus.

Client Philanthropy Spotlight

Barsettis Support Purify Project

Joe and Rita Barsetti had the opportunity to go to Tanzania in summer 2024 with the founders of Purify Project, an organization that they support. Millions in Tanzania lack access to clean drinking water, and the Purify Project installs sustainable water systems that reduces disease, improves education and empowers communities.

Joe recently shared, “It was eye-opening to see how the children’s lives are impacted by clean drinking water – something we take for granted every day. You can’t measure the benefit of providing clean water access and how that reduces illness and disease rates, which in turn enables children to stay in school and helps local industry thrive."

Syverson Strege is not affiliated with and does not endorse Purify Project. This mention is for informational purposes only and should not be considered a recommendation or solicitation for support.

If you are passionate about an organization and its mission, and would be interested in sharing it in our monthly newsletter, please contact Director of Communications & Marketing Christina Gayman at cgayman@onlyworkforyou.com.