Dec 21, 2022 | Government Regulation, Plan Sponsors
When it comes to owning a business, there’s a lot to keep track of. From monitoring quality control to managing business expenses and everything in-between, you may think keeping track of your employee benefit plan records can rest at the bottom of your priority list....
Apr 20, 2022 | Government Regulation, Plan Sponsors
Does your company have 5 or more employees and reside in California? If so, then you need to know about the California retirement plan requirement taking effect on June 30, 2022. The State of California will require any business with 5 or more employees to offer...
Apr 7, 2022 | Government Regulation, Plan Sponsors
Tax Day is approaching quickly! Have you filed your business taxes yet? If not, then now is the time to get them filed. One thing to remember as a new business or a company just starting to offer retirement plans is the available tax credit for retirement plan...
Mar 16, 2022 | Government Regulation
In the past 401(k) plans were able to exclude individuals who worked less than 1,000 hours per plan year. In recent years though there has been an effort to expand access to employer-sponsored retirement plans. The Setting Every Community Up for Retirement Enhancement...
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...
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...
