May 21, 2025 | Plan Sponsors, Retirement Plans
If you sponsor a retirement plan, you already know the stakes: getting it right matters—for your employees, for your business, and for your peace of mind. But with all the acronyms and plan structures out there, it can be tough to know which direction to take. SEPs...
Jan 11, 2025 | 401(k), Government Regulation, Participants, Retirement Plans
2024 brought new changes that significantly impacted retirement plans, specifically for part-time employees who have been working for your organization for a long time. The SECURE Acts have ushered in modifications to retirement regulations, granting individuals in...
Dec 3, 2024 | 401(k), Contributions, Participants, Plan Sponsors, Retirement Plans
For plan sponsors and participants alike, managing retirement plans is essential. It seems every year brings with it rule changes and new regulations and 2025 will be no different. Therefore, being aware of the changes the new year will bring is an important part of...
Jul 22, 2024 | Retirement Plans
When it comes to learning about retirement planning, information about 401(k)s and other qualified retirement plans are abundant. Just look at our blog and you’ll find a wealth of helpful knowledge. Yet sifting through the complexities of a non-qualified plan can feel...
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...
