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How the CARES Act Applies to Your Retirement Plan

How the CARES Act Applies to Your Retirement Plan

 IMPORTANT HIGHLIGHTSThe 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 distrib...
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Understanding the CARES Act

Understanding the CARES Act

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a massive relief bill for those suffering as a result of the Coronavirus pandemic, was signed into law. Besides the generalized financial relief afforded to individuals, as well as loans and other concessi...
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KTRADE Successfully Completes SSAE 16 (SOC1) Audit

KTRADE Successfully Completes SSAE 16 (SOC1) Audit

  • News
  • 3/30/2020 12:34:00 PM
North American KTRADE Alliance, LLC, a provider of open architecture recordkeeping services to the retirement industry, today announced that they have successfully completed a System and Organization Controls (SOC) 1® Type II Audit examination for their Retirement Plan Recordkeeping System.
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How the SECURE Act is Changing Retirement

How the SECURE Act is Changing Retirement

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.The SECURE Act represents some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006, over thirteen years ago. The provisions of t...
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SECURE Act

SECURE Act

Download The Action Doc 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 SECU...
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The Power of Re-Enrollment

The Power of Re-Enrollment

Download The Action DocAuto-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 enco...
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The Final Rule on Hardship Distributions

The Final Rule on Hardship Distributions

On Sept. 23rd, the IRS published a final rule that relaxes several existing restrictions on participant hardship distributions from defined contribution plans.Some of these changes are mandatory, requiring employers to make the changes by Jan. 1st, 2020, while others are optional. Though the IRS had...
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Safe Harbor 401(k) Plan Design

Safe Harbor 401(k) Plan Design

Being the bearer of bad news isn’t fun.When the third-party administration firm relays that aspects of the annual compliance testing have failed causing many of the company’s executives to receive taxable distributions from the plan, it isn’t a great day for the HR manager. The adm...
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Why It Matters Before How It Works

Why It Matters Before How It Works

Download The Action DocSome 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 ...
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It's All in the Design...

It's All in the Design...

For many new Plan Sponsors, and even those savvy at running company retirement plans, understanding plan design can be daunting. Industry terminology, IRS code sections, and complicated illustrations can make understanding difficult.As a retirement plan service provider, we try to ensure that your p...
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