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...
Jan 11, 2024 | 401(k), Government Regulation, Participants, Retirement Plans
Now that 2024 has arrived, it brings with it new changes that significantly impact 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...
Dec 7, 2023 | Retirement Plans
When it comes to retirement planning, plan sponsors have a choice to make. If they’re using a plan covered by the Employee Retirement Income Security Act (ERISA), they must ask themselves which is right for them: a defined benefit plan vs a defined contribution...
