Aug 21, 2023 | Retirement Plans
Retirement planning can be a complex endeavor requiring careful consideration of various options and strategies to navigate. One term you’re likely to hear in discussions about retirement is “qualified retirement plan.” But what does it mean for a...
Aug 8, 2023 | Retirement Plans
As a trusted partner in retirement planning, we’re here to provide you with expert insights and information to help you make informed decisions for your business. In the past, we’ve discussed the fundamentals of profit-sharing plans and delved into the...
Jun 27, 2023 | Retirement Plans
As a plan sponsor, ensuring that your retirement plan is well-managed and compliant with regulations can be a daunting task. That’s where California Pensions and its sister companies come in. Our fiduciary services, offered through Thrivia, Inc., provide...
May 17, 2023 | Retirement Plans
When retirement planning one of the key decisions to make is whether to opt for a Non-ERISA or ERISA retirement plan. ERISA stands for Employee Retirement Income Security Act, which is a federal law that sets minimum standards for retirement plans in the private...
Apr 20, 2023 | Government Regulation, Participants, Retirement Plans
Thanks to the recent increase in contribution limits, plan participants are rewarded for investing in their retirement plan now more than ever. While this is an important part of securing the financial future of employees, it’s equally important to ensure you are...
Feb 15, 2023 | Contributions, Retirement Plans
Both a 403(b) and a Roth individual retirement account—IRA—can provide you with the tools necessary to prepare for retirement. However, there are a few important distinctions that set the two apart. Knowing how each plan works and the key differences between 403(b) vs...
