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...
Feb 18, 2021 | Government Regulation, Retirement Plans
As part of the Economic Aid to Hard-Hit Small Businesses, Nonprofits and Venues Act, a $325 billion title has been assigned to the Paycheck Protection Program or PPP. The PPP loan program’s purpose is to assist businesses with hardships surrounding the...
Jan 12, 2021 | Retirement Plans
A tax-deferred retirement plan is a retirement account that allows participants to postpone paying taxes on their invested money until it is withdrawn at retirement. The contributions into the account are made with pretax dollars which results in a lower income...
