As we work through another testing season, we are reminded of the influence compensation has throughout retirement plan administration.

I previously wrote about how the retirement plan industry should make the distribution and rollover process more efficient and educational. Many others feel the same way, including Congress. As part of SECURE 2.0, Congress asked the Government Accountability Office...

Keeping with December’s theme, SECURE 2.0 has been the gift that keeps on giving. Attitudes may vary on whether the gifts are beneficial, but at least it’s been interesting since 2022!

SEPs can be easy to establish and maintain, require no annual filings or compliance testing, and reduces participant education which can overwhelm smaller employers without dedicated HR or benefits staff or advisors who don’t specialize in retirement plans.

How To Evaluate Auto Rollover IRA Providers (Including Those Related To Auto-Portability)

As we work through another testing season, we are reminded of the influence compensation has throughout retirement plan administration.

I previously wrote about how the retirement plan industry should make the distribution and rollover process more efficient and educational. Many others feel the same way, including Congress. As part of SECURE 2.0, Congress asked the Government Accountability Office...

Keeping with December’s theme, SECURE 2.0 has been the gift that keeps on giving. Attitudes may vary on whether the gifts are beneficial, but at least it’s been interesting since 2022!

SEPs can be easy to establish and maintain, require no annual filings or compliance testing, and reduces participant education which can overwhelm smaller employers without dedicated HR or benefits staff or advisors who don’t specialize in retirement plans.

How To Evaluate Auto Rollover IRA Providers (Including Those Related To Auto-Portability)