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Quarterly News Summer 2020

Dear Colleague: During these unprecedented times and in light of many of the financial and health challenges posed by the pandemic, plan participants may be evaluating their continued

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News Quarterly Bulletin

Quarterly News Summer 2019

Dear Colleague: According to the Employee Benefit Research Institute’s 2019 Retirement Confidence Survey, the percentage of employees who feel confident about their ability to live

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News Quarterly Bulletin

Retroactive Plan Adoption for New Qualified Employer Funded Plans Under the SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the Internal Revenue Service (IRS) extended the deadline for employers to adopt new qualified retirement plans that

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News Quarterly Bulletin

The Truth About After-Tax Contributions

The after-tax feature in a 401(k) plan can be extremely beneficial especially for those employees who are highly compensated. That is if your plan allows for it and employees understand how it

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News Quarterly Bulletin

Legislative Highlights

The House Ways and Means Committee, as part of the $3.5 trillion social spending plan, proposed legislation that employers who do not currently offer their employees a retirement plan will

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News Quarterly Bulletin

An Update On Fixing Retirement Plan Errors

The pandemic has disrupted many businesses and it is understandable that retirement plan sponsors may have unintentionally fallen behind when it comes to keeping track of compliance procedures and

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News Quarterly Bulletin

Quarterly News Spring 2019

Dear Colleague: Student loan debt in America now totals more than $1.5 trillion and is now the second largest consumer debt in the U.S. after mortgages. How are employees able to juggle

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Tax Talk

In this issue of Tax Talk, we update you on important upcoming compliance deadlines for calendar-year defined contribution plans as well as the opportunity for catch-up contributions for older

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News Quarterly Bulletin

ESG & Cryptocurrency: A Fad Or Here To Stay

Two topics that continue to pique investor interest are ESG investing and cryptocurrency. Although investment fads are nothing new, the fear of missing out on that next hot trend can feel very

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News Quarterly Bulletin

Did You Know

Between March 2020 (i.e., the beginning of the global pandemic) and June 2021, 1.7 million more Americans retired from the workforce than would have normally retired if