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Paying Fees from Plan Assets

Paying Fees from Plan Assets

 Download The Action DocCOVID-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...
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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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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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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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Why Permitted Disparity Matters

Why Permitted Disparity Matters

When it comes to retirement plans, there are many ways to distribute a company’s profit sharing contribution. It may be as straightforward as a proportional, or “pro rata,” share to each eligible participant or it can be based on a formula that considers age or other factors.
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Payroll, It’s More Than a Detail

Payroll, It’s More Than a Detail

Every retirement plan design begins with a study of a company’s payroll. It’s the essential information that drives thinking around how to optimize tax and savings potential for both business owners and their employees.
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Help Clients Find the 401(k) That’s Right for Them

Help Clients Find the 401(k) That’s Right for Them

Download The Action Doc You know the expression - it’s not a one-size-fits-all-world. We’re different. From the foods we eat, to the cars we drive, to the places we go on vacation. And it’s also true when it comes to 401k plans. Ask two company owners what their’s looks ...
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