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)

This is the third and final blog in the series: The Truth About Auto-Portability. The first blog examined how auto-portability works and its value proposition.

This second blog sheds light on the marketing propaganda used to promote auto-portability and how you should be cautious with their claims and alleged benefits.

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)

This is the third and final blog in the series: The Truth About Auto-Portability. The first blog examined how auto-portability works and its value proposition.