Plymouth, IN January 20, 2020 – 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...
The benefits of being a retirement plan participant are well-documented, but the perks available to the sponsoring employer are often overlooked. In offering a retirement plan, plan sponsors can enjoy the advantages of tax deductions and credits, flexible design...
401(k) plans are a popular way to save for retirement. Although many people participate in these plans, the flexibility allowed by plan provisions ensures each can be unique. Understanding the features and options available for a 401(k) plan will help you design your...
A significant shift in retirement plan disclosure rules is coming soon, and employers should begin preparing now. In response to new regulations included under the SECURE 2.0 Act of 2022, the Department of Labor (DOL) will require certain pension benefit statements be...
September 15 Deadline for required contribution to defined benefit plans, money purchase pension plans and target benefit pension plans. Deadline for deducting 2025 employer contributions for sponsors who filed an extension on Partnership or S-Corporation tax returns,...
Spring will arrive soon, promising new growth and a fresh beginning. It could also be the perfect time to do some spring cleaning for your plan. Let’s look at some areas that you might consider reviewing to ensure your retirement plan is operating efficiently....
Cybersecurity has become a necessary consideration in many aspects of life, and your retirement plan is no exception. For plan sponsors, understanding your responsibilities—as well as those of the third party administrators (TPAs) and recordkeepers that you work...