Insight Tag: Retirement
Article
‘Group of Plan’ Arrangements Offer Cost Savings for 401(k) Sponsors
sponsors are familiar with solutions like multiple employer plans (MEPs) and pooled employer plans (PEPs). But one of the least well-known plans may be the most effective solution for plan sponsors who are looking to cut costs and maintain local service and plan design flexibility – the “group of plans” arrangement.
Blog
Revolutionizing 401(k) Plans: The Group Solution You Didn’t Know You Needed
The retirement plan outlook is evolving, and innovative solutions are emerging that could transform how businesses approach retirement benefits.
Blog
IRS Glitch Blamed for Erroneous Late Filing Notices Related to Retirement Plan Filings
An issue has been identified with IRS reporting related to Form 8955-SSA that may impact some of our clients, and we want to ensure that you are informed and well prepared to address any concerns that may arise.
Mar 16, 2021
Blog
Plan Sponsors: Do You Know How To Correct CARES Act Loan Errors?
Did you make a mistake related to the loans your plan participants took from your company's plan? Take steps to correct them today.
Blog
Now & Later: Don’t Just Plan For Your Next Vacation …
It's not breaking news - people are more likely to prepare for their next vacation before they plan for retirement. Read on to find out how to plan for both.
Blog
Benefits Set To Increase In 2021, Says Social Security Administration
SSA will provide additional relief to retirees beginning 2021.
Blog
Retirement Is Knocking …
Wherever you’re at on the retirement spectrum there are practices you can put in place now to move you toward your retirement goals.
Nov 17, 2023
Newsletter
Benefit Insights | Fall 2023
On November 1, 2023, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations for retirement plans for 2024. In October, the Social Security Administration announced a modest benefit increase of 3.2%. Retirement plan limits also increased over the 2023 limits. Keep reading to learn more.
Aug 3, 2023
Newsletter
Benefit Insights | Summer 2023
The Employee Retirement Income Security Act (ERISA) requires coverage to protect the plan from losses due to fraud and dishonesty. There are three main types of bond coverage for retirement plans. Keep reading to learn more.
Feb 8, 2023
Newsletter
Benefit Insights Newsletter | Winter 2023
The effective date of enactment for SECURE 2.0 Act of 2022.
Details on effective for Plan years beginning on or after 1/1/23, 1/1/24, 1/1/25 for SECURE 2.0.
Year-End Data Requests.
Action items for SECURE 2.0 coming soon.
Upcoming Deadlines for Calendar-Year Plans.