Newsletters

Is Automatic Enrollment Required for Your Plan? An automatic enrollment provision can be a useful tool to drive employee engagement in plans, particularly for participants ...

Components of Defined Contribution Plan Compliance Testing Plans must be tested each year to ensure that they are compliant with the laws governing retirement plans. ...

Cost of Living Adjustments for 2024 Save More for Retirement in 2024 On November 1, 2023, the IRS announced the Cost of Living Adjustments (COLAs) ...

Plan Participants: The More They Know, The Better As a plan sponsor, do you feel your employees have a clear understanding of the company’s retirement ...

SECURE 2.0 is a GO! In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act increased the Required Minimum Distribution (RMD) age for ...