Blogs

SECURE 2.0 Catch-Up Contributions – Part 1: Super Catch-Up

SECURE 2.0 Catch-Up Contributions – Part 1: New Super Catch-Up Boosts Limits for Ages 60–63 SECURE 2.0...

Long Term Part-Time Employee Rules

Long Term Part-Time Employees: What to Know About New Eligibility Rules You may have noticed a theme...

SECURE 2.0 Tax Credits to Expand Retirement Plan Access

Expanding Retirement Plan Access: How SECURE 2.0 Tax Credits Help More Americans Save One of the most...

SECURE 2.0 & Auto Enrollment

SECURE 2.0 and Automatic Enrollment: What You Need to Know SECURE 2.0 Section 101 will bring a...

Identifying Related Employers: Part II Control Groups

There are two major types of Related Employers: Affiliated Service Groups and Control Groups. Part I of...

Identifying Related Employers: Part I – Affiliated Service Groups

Preventing owners and highly compensated employees from abusing retirement plans’ tax benefits is one of the primary...

New 2021 Contribution Limits

Each year, the IRS adjusts the contribution limits for qualified retirement plans to account for cost of...

What Does E-Delivery Mean for My 401(k) Plan?

In May, the DOL passed a new regulation that allows plan administrators to deliver retirement plan documents...

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Why You Should Consider Using an Investment Manager Instead of a Financial Advisor

Generally speaking, there are two types of investment service providers in the retirement plan space, financial advisors and investment...

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Government Filings for Your Retirement Plan

Government filings are an important part of maintaining an employee benefits retirement plan. The DOL and IRS...

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The Small Business Guide to 401(k) Matching

Many employers are looking for ways to enhance their 40(k) plans. One of the best ways to...

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Electronic Delivery Updates for Retirement Plans

On May 21, 2020, the Department of Labor (DOL) announced a final rule for the electronic delivery...