Sep 14, 2020
Download The Companion Document When we talk about new retirement plans, we usually focus on the savings advantages they grant to business owners or the big-picture advantages of helping employees achieve ongoing financial wellness. Tax credits granted to plan sponsors are another important, but sometimes opaque, piece of this puzzle. When...Jun 8, 2020
Download The Companion Document COVID-19 is obviously causing financial stress and, when it comes to your clients’ qualified retirement plans, they may be looking for ways to reduce expenses. In this talk, we’ll detail the three options they have to use plan assets to pay some plan expenses as long as they follow Department of Labor and...Apr 16, 2020
IMPORTANT HIGHLIGHTS The Coronavirus Aid, Relief and Economic Security (CARES) Act includes provisions that may apply to your retirement plan. Here are some important highlights to know first. The CARES ACT expands and relaxes rules on withdrawals, participant loans, and defers mandatory distributions for participants of 401(k) and most...Jan 23, 2020
Download The Companion Document As you know, the goal of our nation’s retirement system is to create more opportunities for American workers to save and to make it easier for employers to start and maintain benefit plans. With this in mind, Congress just passed, and the President signed, the SECURE Act. SECURE stands for Setting Every Community...Dec 3, 2019
Download The Companion Document Auto-enrollment and automatic contribution increases have proven to be popular and successful retirement plan design features that get more people to save for retirement. A little less known is “re-enrollment.” It’s another important tool we have to help encourage better participant outcomes. And it has the...Oct 11, 2019
Download The Companion Document Some business owners may come to you asking for information on a 401K or a cash balance plan. They may know of these from prior experience, or friendly advice, or they may have done their homework about different retirement plans. As retirement plan experts, we have many plan designs and options to offer depending...