Oct 21, 2021 | Retirement Plans
The type of organization that you work for can determine the retirement plan options available to you. For example, a small business will be more limited on the amount of funds that they are able to contribute to an employee’s retirement so they may pick a plan that...
Sep 30, 2021 | Retirement Plans
Is your company thinking about switching retirement plans to a cash balance plan? Are you considering switching your own retirement savings plan to a cash balance plan? If yes to either of these questions then it is important to understand the pros and cons of a cash...
May 19, 2021 | Government Regulation
As a follow-up to the 2019 SECURE Act, the “Securing a Strong Retirement Act of 2021” or Secure Act 2.0, may soon shift the retirement planning landscape. Passed unanimously by the Ways and Means Committee of the House of Representatives, the proposed...
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...
