Viewpoints about Small business retirement plans
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What you need to know about new comparability plans
Qualified retirement plans that offer customizable contribution levels can be a good fit for many small businesses.
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When are participant change notices required under ERISA 404a-5?
Being a plan sponsor comes with administrative and fiduciary duties. Knowing whether a retirement plan event triggers the need to send a change notice or not is one of those confusing areas that can require guidance. This guide can help you understand your requirements beyond the annual and quarterly notices.
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Differences among single, pooled, and multiple employer retirement plans
Learn about the differences between single employer and multiple employer plans.
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What’s a nonqualified plan?
Nonqualified plans are a potentially attractive benefit for both your employees and for your large or small business.
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Five low-cost tips for your company’s 401(k) plan in 2021
The COVID-19 pandemic has changed the way we approach work, family, and fun. But just as you’ve adapted your professional and personal routines to new realities, the strategy for your large or small business retirement plan may need to adapt to continued uncertainty in 2021.
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Interim final rule on the SECURE Act’s lifetime income illustrations for defined contribution plans
The DOL has issued new lifetime income disclosure rules for defined contribution plans.
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Four things you should know about the SECURE Act
The SECURE Act was signed into law late in 2019. This article summarizes four things we think you should understand about it.
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Cybersecurity and your 401(k) plan fiduciary duties
Did you know that systems and data security fall within a retirement plan fiduciary’s duties?
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Managing 401(k) fiduciary risk: plan sponsor best practices
In this era of heightened fiduciary scrutiny, you need to be informed and prepared to meet all your fiduciary duties.
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