Mar 11, 2022

‘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.
Aug 28, 2023

IRS Glitch Blamed for Erroneous Late Filing Notices Related to Retirement Plan Filings

An issue has been identified with IRS reporting related to Form 8955-SSA that may impact some of our clients, and we want to ensure that you are informed and well prepared to address any concerns that may arise.
Mar 16, 2021

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.
Aug 10, 2021

Episode 295: Retirement: Expectations vs. Reality

Hear from former unsuitable host Dave Cain as he discusses his transition into retirement and what he would do differently.
Apr 7, 2021