Insight Tag: Retirement
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.
Blog
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
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.
Nov 17, 2023
Newsletter
Benefit Insights | Fall 2023
On November 1, 2023, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations for retirement plans for 2024. In October, the Social Security Administration announced a modest benefit increase of 3.2%. Retirement plan limits also increased over the 2023 limits. Keep reading to learn more.
Aug 3, 2023
Newsletter
Benefit Insights | Summer 2023
The Employee Retirement Income Security Act (ERISA) requires coverage to protect the plan from losses due to fraud and dishonesty. There are three main types of bond coverage for retirement plans. Keep reading to learn more.
Feb 8, 2023
Newsletter
Benefit Insights Newsletter | Winter 2023
The effective date of enactment for SECURE 2.0 Act of 2022.
Details on effective for Plan years beginning on or after 1/1/23, 1/1/24, 1/1/25 for SECURE 2.0.
Year-End Data Requests.
Action items for SECURE 2.0 coming soon.
Upcoming Deadlines for Calendar-Year Plans.
Feb 15, 2022
Newsletter
Benefit Insights Newsletter | Winter 2022
In this edition, we discuss important 2022 deadlines, including Cycle 3 restatements, 401(k) plans for long-term part-time employees, and navigating the labyrinth of required minimum distributions.
May 6, 2021
Newsletter
Benefit Insights Newsletter | Spring 2021
Retirement plan administration is a team sport and every player has an important purpose. Read this edition of Benefit Insights to learn more.
Aug 10, 2021
Podcast
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
Podcast
Episode 277: How To Plan For Your Permanent Vacation: Retirement
Your ideal retirement isn't gonna plan itself!