Insight Tag: Employee Benefit Plans
Mar 11, 2022
Article
‘Group of Plan’ Arrangements Offer Cost Savings for 401(k) Sponsors
sponsors are familiar with solutions like multiple employer plans (MEPs) and pooled employer plans (PEPs). But one of the least well-known plans may be the most effective solution for plan sponsors who are looking to cut costs and maintain local service and plan design flexibility – the “group of plans” arrangement.
Jun 3, 2022
Blog
SAS 114: Essential Information May Be Hiding In Plain Sight
What the heck is a SAS 114 letter and why are you getting one? Read on to find out.
Jan 11, 2022
Blog
Late Notice From The IRS Or DOL? Read Before You Act
f you get a late notice from the IRS related to your Form 5500, but you filed on time, don’t panic. Simply let us know and we’ll advise you of next steps to clear things up with the IRS.
Apr 19, 2021
Blog
Your Solo 401(k) Plan May Be On The IRS’ Audit List
If your solo 401(k) plan was audited tomorrow, would you come out the other side with flying colors or penalties?
Mar 31, 2021
Blog
Why Do Employees Turn Down Free Money?!
Don't just tell your employees about the benefits of saving for retirement - SHOW them!
Mar 16, 2021
Blog
Plan Sponsors: Do You Know How To Correct CARES Act Loan Errors?
Did you make a mistake related to the loans your plan participants took from your company's plan? Take steps to correct them today.
Feb 12, 2021
Blog
Disregard That Form 5500 Extension Letter Regarding Your 2019 Retirement Plan
Delayed IRS extension approval letters are causing confusion among retirement plan sponsors.
Oct 26, 2020
Events
Social Security V. Medicare: Addressing Your Most Asked Questions
Will Social Security still be around when you retire? Are there ways to maximize your benefits? Is there a difference in Medicare options? Get answers to these questions and more.
Nov 10, 2020
Newsletter
Benefit Insights Newsletter | Fall 2020
Learn more about the 2021 Cost of Living adjustments and get some SECURE and CARES act updates along the way.
Jul 21, 2020
Podcast
Episode 242: How The SECURE Act Impacts Retirement Planning For Companies & Individuals
Find out how the SECURE Act has changed the rules of the retirement planning game for businesses and individuals.