Understanding New Plan Tax Credits: Even More Reasons to Start a 401(k) Plan
The federal government has made starting a new 401(k) plan even sweeter in 2023. If you are a “small” business owner who does not currently offer a workplace retirement plan now is the time to consider one. For businesses with 50 or fewer employees. Section 102 of the SECURE Act 2.0 of 2022 (SECURE 2.0) […]
Key Takeaways from SECURE Act 2.0
Key Takeaways From SECURE Act 2.0 Download the document now
SECURE 2.0 – The Legislative Gift That Will Enhance Retirement Savings For Years To Come
SECURE 2.0 – The Legislative Gift That Will Enhance Retirement Savings for Years to Come Download this document now
Department of Labor Guidance
Cybersecurity Program Best Practices Responsible plan fiduciaries have an obligation to ensure proper mitigation of cybersecurity risks. Download Now Checklist for Managing Cyber Risk in Retirement Plans Although there is not a single solution for cyber protection, there are a number of industry best practices to consider implementing to create effective safe guards. Download Now […]
ERISA 404(c) Checklist
Does your plan meet the requirements of ERISA Sec. 404(c)? Download the checklist now
Effective Plan Governance (EPG) Assessment & Scoring Worksheet
Effective Plan Governance (EPG) Assessment & Scoring Worksheet Download the Assessment & Scoring Worksheet now
Plan Suitability Quiz
Practical and tactical actions for small business owners. Download the quiz now
Electronic Notice Delivery Requirements
Are you meeting the DOL requirements for electronic plan delivery? Plan sponsors have a safe harbor means to deliver certain plan documents and notices electronically to participants and other interested parties. The Department of Labor (DOL) announced a final rule on May 21, 2020, effective July 27, 2020, that allows employers to post certain retirement […]
5 habits of successful 401(k) sponsors
As a plan sponsor, your 401(k) participants depend on you to help create the retirements they envision. The good news is that many of these participants likely recognize the importance of saving for retirement. In fact, with retirement lasting longer than ever, 401(k) millionaires – those with at least $1 million in their retirement accounts […]
Solving Complex Challenges with Simple Solutions
As an employer and sponsor of a retirement plan, your company shoulders a great many responsibilities. Among them: listening to the needs of your employees, selecting appropriate retirement plan service provider(s), choosing and monitoring investments, keeping up with legislative changes, ensuring your plan is administered properly, and educating and informing plan participants – all at […]
