Aug 18, 2021 | Retirement Plans
When it comes to retirement plans, each plan can fall into two basic categories: defined benefit plans or defined contribution plans. Within each category, there are subcategories of plans, each with its own features and unique benefits. There are also hybrid plans...
Jul 14, 2021 | Retirement Plans
There are many different options when it comes to funding your retirement. Some of those options are available through your workplace, while others you can save yourself. Deciding which plan is right for you can be stressful. Whether you go through your employer or...
Jun 17, 2021 | Plan Sponsors
As the world continues to bounce back after the 2020 pandemic, there are still changes being made to the world of retirement and employee benefits. Plan sponsors have numerous responsibilities when it comes to running a plan, but here are 7 changes that retirement...
May 19, 2021 | Government Regulation
As a follow-up to the 2019 SECURE Act, the “Securing a Strong Retirement Act of 2021” or Secure Act 2.0, may soon shift the retirement planning landscape. Passed unanimously by the Ways and Means Committee of the House of Representatives, the proposed...
Apr 15, 2021 | Plan Sponsors, Retirement Plans
Plan sponsors across the country are preparing for the Cycle 3 restatement set forth by the IRS. A restatement is a rewrite of retirement plan documents to include recent legislative and regulatory changes that occurred since the last restatement. The IRS requires...
Mar 17, 2021 | 401(k), Government Regulation
It’s that time of the year again – 401(k) nondiscrimination testing. When it comes to performing these annual tests, there is a lot to know and understand in order to stay compliant. Learn how to Save more for Retirement – Check out our Infographic...
