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 […]
When Should You Retire Your Simple IRA?
When Should You Retire Your Simple IRA? In 1996 the Savings Incentive Match Plan for Employees (aka SIMPLE IRA) was introduced as an alternative to offering a 401(k) plan. Yet a lot has changed over the last 25+years – innovation, technology and fiduciary solutions have made offering alternative structures a viable option for small businesses. […]
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
Good Plan Design Leads to Financial Wellness
Facilitate Employee Financial Wellness with the Optimal Retirement Plan Design Employee financial wellness has become one of the favorite buzz phrases in the industry over the past decade; and the Covid-induced economic challenges of this past year are making it more of a necessity. Employer-sponsored retirement plans play a pivotal role in employee financial wellness […]
Help Improve Employees’ Retirement Outcomes
Why Now May Be the Time to Consider Reenrollment Today, people are living longer, with more time spent in retirement: Average U.S. life expectancy was 79 in 2015 – it will jump to 104 for those born today.1 However, many aren’t prepared. Two in five households approaching retirement have no retirement savings at all.2 For […]
