May 20, 2021
By: Suzan Hall, CFS® New CalSavers deadlines are approaching! New deadlines are approaching for the California state-mandated CalSavers Retirement Savings Program, requiring many small businesses without an employer-sponsored retirement plan to either register for CalSavers or establish their own plan, such as a 401(k) plan. CalSavers (previously...May 6, 2021
Retirement Planning is a Team Sport Congratulations! It’s a Retirement Plan! Upcoming Compliance Deadlines for Calendar-Year Plans Department of Labor Issues Cybersecurity Guidance Retirement Planning is a Team Sport Some would say that retirement plan administration is a team sport! Putting together technical and...Feb 1, 2021
Winter 2021 TRPC Newsletter brings with it a new edition, filled with important updates and news to keep you informed about your retirement plan. In addition to the latest trends and best practices, this issue will also provide a rundown of upcoming compliance deadlines. With the end of the year fast approaching, it’s more important than...Dec 9, 2020
Special Edition 2020 TRPC Newsletter: With the constant changes and unprecedented events of this year, it’s more important than ever to stay informed on the latest developments in retirement planning. This special edition of the TRPC Newsletter brings you the most relevant and up-to-date information, including the impact of current events...Nov 16, 2020
Attention: Say goodbye to manual data inputs. Our new 401(k) Pay Payroll Integration makes managing 401(k) plan contributions easy! Managing payroll contributions in a retirement plan can be a time-consuming process. As a plan sponsor you are most likely in charge of the payroll for your business. Part of that process in a 401(k) plan mean...