May 16, 2024 | Government Regulation, Plan Sponsors
ERISA 404(c) serves as the linchpin of retirement plan success, providing vital protection to plan sponsors while granting participants the opportunity to take control of their investment decisions. It’s an important section of ERISA, yet many are unaware of its...
Apr 8, 2024 | Government Regulation, Plan Sponsors, Retirement Plans
Since it’s passing in 2022, SECURE 2.0 has been making significant transformations within the retirement landscape. Even now in 2024, we continue to see changes as a result of this law focused on improving retirement security for Americans. To help navigate these...
Mar 14, 2024 | Government Regulation, Participants, Retirement Plans
Let’s face it, the world of retirement planning never stands still. As our financial landscape evolves, it becomes crucial for you to stay informed about the changes that can shape your future. Thus, with some of the biggest changes coming from the SECURE 2.0 Act, we...
Feb 12, 2024 | 401(k), Plan Sponsors
In times of crisis or unforeseen circumstances, plan sponsors play a critical role in helping employees navigate financial challenges. One option available to employees facing financial hardships is the ability to make emergency withdrawals from their 401(k)...
Dec 7, 2023 | Retirement Plans
When it comes to retirement planning, plan sponsors have a choice to make. If they’re using a plan covered by the Employee Retirement Income Security Act (ERISA), they must ask themselves which is right for them: a defined benefit plan vs a defined contribution...
