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...
Aug 12, 2020 | Plan Sponsors, Retirement Plans
Employer-sponsored retirement plans are a cost-effective benefit strategy. Benefit programs often include services like health insurance for employees as well as providing tax breaks to the employer. For the uninitiated, retirement plans generally fit in one of two...
Jul 15, 2020 | Plan Sponsors, Retirement Plans
Retirement plans can be complicated. There are myriad options, so the key is to determine where your goals and the rules converge. One plan option design option to keep in mind is a safe harbor 401(k). Why should a plan sponsor choose a safe harbor plan and how do...
