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Plan Sponsors: Don’t Miss Upcoming Deadlines
Retirement Plan Sponsors 02/15/2023
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...
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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...
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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,...
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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...
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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...
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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...
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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...
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The past two years, beginning with the COVID pandemic, have put pressure on Americans’ finances. From job losses to market volatility to soaring inflation, the economic toll has tested their...
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Retirement plan benefits are a key factor in an employer’s overall benefit strategy. To ensure that you are not only providing a competitive plan, but also to confirm that your plan is...
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Concerns about having enough saved for retirement are nothing new; however, there are ways for employers to influence employee savings rates. A recent study evaluated two common parameters used by...