Author: Steve Renner
Jun 22, 2023
Learn the Who, What, Why, and How of Cash Balance Plans
Steve Renner, principal on the Rea retirement plan services team and Michael Spickard, Chief Actuary at Summit Retirement Plan Consultants LLC, explored the basics of how these niche retirement plans work, and when they make the most sense. Including real life examples so you can learn to identify prime opportunities to share this planning idea … Continued
Apr 1, 2021
Never Underestimate The Power Of Automatic Enrollment
Get better retirement plan participation among your employees. Start automating several key features.
Feb 19, 2021
How To Use Tax Credits To Secure The Right Retirement Plan For Your Business
Is now the right time to start a retirement plan at your company? Take a look at the available tax credits and ask again!
Jan 25, 2017
Exploring The Benefits Of A Plan Sponsor-TPA Relationship
It has never been more important than it is today to offer a company retirement plan to your employees; but doing so could potentially result in a lot of extra work. Read on to discover the solution.
Mar 22, 2016
Jan 5, 2016
episode 14: life is a long race, start saving now
On episode 14 “Life Is A Long Race, Start Saving Now,” Mark is joined by Steve Renner, QKA, principal at Rea & Associates, to talk about key strategies business owners can deploy to help employees save for retirement. You’ll learn a little bit more about early enrollment, auto-enrollment, annual auto-escalation, safe harbor matches, and other … Continued
Aug 19, 2014
It happens all the time – employees get rehired. And with the rehiring of employees comes lots of questions about how to handle the reemployment situation. Some of these questions surround employee benefits, specifically the business’s 401(k) plan. Over the years, I personally have received many questions from plan sponsors regarding when a rehired employee … Continued
Jul 31, 2013
401(k) Loans and Keeping Your Plan in Compliance
401(k) loans may seem like a nice way for plan participants to access money from their 401(k) plans prior to retirement. The drawback is that many participant loans can go bad if, at any time during their duration, they fail to satisfy any one of the IRS rules… no matter how insignificant or well-intentioned the … Continued