More than 500 people set out to grow their “Plan IQ” by registering for the Definiti Academy, a twice-yearly educational webinar series for retirement plan sponsors and financial advisors.
What features, services and support do retirement plan participants want from their 401(k)? Let’s find out.
Here are a few topics we discuss with retirement plan sponsors at the close of a plan year. How many of these items do you need to think about?
We discuss two topics in this ERISA Connection: matching contributions for student loans and selecting private equity Investments for 401(k)s.
A SIMPLE IRA (Savings Incentive Match Plan for Employees) may be a good solution for some companies, but it’s not without pitfalls. A 401(k) plan may be the better choice.
An “unbundled” retirement plan offers a “best of the best” approach with more flexibility, complete customization and overall plan control.
The IRS announced a new program to allow employers to conduct a self-audit of their retirement plan before a scheduled examination by the IRS.
Mistakes can happen in retirement plan administration. But plan sponsors can make plans to avoid these common mistakes in the first place.
Adding a company match or increasing the match contribution can help you retain talent and increase your tax credits under SECURE 2.0 provisions.
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
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