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Required Minimum Distributions (RMDs) are a critical part of retirement planning, ensuring that tax-deferred retirement savings eventually become taxable income. With the implementation of the SECURE...

As the workforce ages and caregiving responsibilities increase, long-term care (LTC) is becoming a critical issue for employers and plan sponsors. Yet, many organizations still overlook LTC in their...

As you know, the “Plan Sponsor is responsible for ensuring that its plan operates in compliance with the rules related to qualified plans.” 1  That, in turn, means, you are held accounting to the...

If you work for yourself, you may want to consider establishing a solo 401(k) plan for 2023. A solo 401(k) plan is a unique savings option for small business owners without employees, or if the only...

Providing employees with a quality retirement savings plan may seem out of reach for smaller or start-up companies. But a key provision of the SECURE Act introduced a new option, called a PEP,...

  Covering living expenses in retirement and having predictable retirement income are common financial goals. However, concerns about inflation, health care, and market volatility have worsened...

Until recently, qualified retirement plans that operate on a calendar-year basis were required to amend their plan documents on or before December 31, 2022, to address the Setting Every Community Up...

Cybersecurity threats are increasingly more sophisticated and dangerous. For retirement plan sponsors, the need to understand the scope of the risk is as critical as the protocols and best practices...

Does your company-sponsored retirement plan align with your company’s Diversity, Equity, and Inclusion (DEI) efforts? If you haven’t considered it, it may be time. In addition to providing financial...