May 21, 2025 | Plan Sponsors, Retirement Plans
If you sponsor a retirement plan, you already know the stakes: getting it right matters—for your employees, for your business, and for your peace of mind. But with all the acronyms and plan structures out there, it can be tough to know which direction to take. SEPs...
May 6, 2025 | 401(k), Plan Sponsors
Even though personal and corporate tax returns may be behind you—or on extension—the real cycle for retirement plan oversight is just getting started. If you sponsor a 401(k), pension, or other qualified retirement plan, now is a smart time to review how your plan is...
Apr 2, 2025 | Plan Sponsors
Keeping employee census data accurate might not seem like a big deal—until something goes wrong. A simple mistake in a birthdate, hire date, or compensation record can lead to compliance issues, financial miscalculations, and frustrated employees. Having precise data...
Feb 17, 2025 | 401(k), Government Regulation, Plan Sponsors
SECURE 2.0 is a game-changer for retirement savings, bringing significant updates to employer-sponsored plans. Understanding these changes is crucial for plan sponsors, especially as we approach key implementation dates in 2025 and 2026. This blog post will break down...
Jan 11, 2025 | 401(k), Government Regulation, Participants, Retirement Plans
2024 brought new changes that significantly impacted retirement plans, specifically for part-time employees who have been working for your organization for a long time. The SECURE Acts have ushered in modifications to retirement regulations, granting individuals in...
Dec 3, 2024 | 401(k), Contributions, Participants, Plan Sponsors, Retirement Plans
For plan sponsors and participants alike, managing retirement plans is essential. It seems every year brings with it rule changes and new regulations and 2025 will be no different. Therefore, being aware of the changes the new year will bring is an important part of...
