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...
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)...
Jul 19, 2023 | Government Regulation, Plan Sponsors
Whether you’re a plan sponsor, business owner, CFO, or just an interested party, it can be challenging to stay up to date with retirement plan regulations. Therefore, you may not be aware that the IRS recently provided guidance on self-correction of eligible...
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...
