Niche Markets for Retirement Plans
It’s no secret that there’s a lot of competition for big plans with big companies. And no wonder. These plans generate sizable revenue and connection…
April 25, 2023
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4 min read
401(k) Rollover Rules
Inquiring about your clients’ prior employment history helps you find whether they have any abandoned retirement accounts. Since many 401(k) participants are unsure of what…
March 2, 2023
| 6 min read
What is a Pooled Employer Plan?
Businesses face various issues when offering their employees a retirement plan. A traditional 401(k) may be too expensive, difficult to maintain and risky for many…
February 8, 2023
| 5 min read
SECURE 2.0 Retirement Reforms Enhance Pooled Employer Plan Market
SECURE Act 2.0 has made pooled employer plan arrangements more flexible and easier to administer. The original SECURE Act expanded pooled plan arrangements, but SECURE…
January 11, 2023
| 3 min read
SECURE 2.0 Retirement Reform Legislation Passed
The SECURE Act 2.0 is part of the spending bill released on Dec. 19, 2022 and signed into law on Dec. 29 2022. During the…
December 29, 2022
| 7 min read
Explore Auto Enrollment in 401(k) Plans
Auto enrollment, or automatic contributions, continue to grow in popularity as 401(k) plan sponsors look for ways to increase plan participation. With auto enrollment, participants…
September 23, 2022
| 4 min read
Proposed Changes to Required Minimum Distributions
The IRS issued proposed regulations this year addressing RMD questions raised by the SECURE Act for qualified plans, 403(b) plans, IRAs and 457 eligible deferred…
August 24, 2022
| 4 min read
Important Deadlines for Pre-Approved Retirement Plan Documents
For defined contribution plans that use a document pre-approved by the IRS, the deadline to restate on to the “Cycle 3” version is July 31,…
July 27, 2022
| 4 min read