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Newsletters

April 2021 Newsletter

April 2021 Newsletter

401(k) Plan Tax Credit Summary Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a SEP, SIMPLE IRA or qualified plan (like a 401(k) plan.) A tax credit reduces the amount of taxes...

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March 2021 Newsletter

March 2021 Newsletter

Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date, their current investment allocation will be transferred to the plan’s qualified default investment alternative (“QDIA”) investment.

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February 2021 Newsletter

February 2021 Newsletter

Continuity, Coronavirus, ERISA, Stimulus Package The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The provision specifically states, “A plan shall not be treated as...

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April 2021 Newsletter

April 2021 Newsletter

401(k) Plan Tax Credit Summary Eligible employers may be able to claim a tax credit of up to $5,000, for three years, for the ordinary and necessary costs of starting a SEP, SIMPLE IRA or qualified plan (like a 401(k) plan.) A tax credit reduces the amount of taxes...

read more
March 2021 Newsletter

March 2021 Newsletter

Investment refresh is an optional extension to automatic enrollment whereby participants would be notified that, as of a certain date, their current investment allocation will be transferred to the plan’s qualified default investment alternative (“QDIA”) investment.

read more
February 2021 Newsletter

February 2021 Newsletter

Continuity, Coronavirus, ERISA, Stimulus Package The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The provision specifically states, “A plan shall not be treated as...

read more
January 2021 Newsletter

January 2021 Newsletter

3(38) Advisory Services- Should Fiduciaries Outsource Retirement Plan Investment Responsibility? Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016...

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White Papers

Articles

2020 Form 8880

Use Form 8880 to figure the amount, if any, of your retirement savings contributions credit (also known as the saver’s credit).   You may be...

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Participant’s Corner

Don’t Skip the Match

Don’t Skip the Match

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. Earn your full savings potential by hitting the full match plus more. This material was created to provide...

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Don’t Skip the Match

Don’t Skip the Match

This month’s employee memo encourages employees to conduct a regular examination of their retirement plan to determine whether any changes need to be made. Earn your full savings potential by hitting the full match plus more. This material was created to provide...

read more
Retirement Plan Facts

Retirement Plan Facts

This month’s employee memo encourages employees to learn about their retirement plan to determine whether any changes need to be made. Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the day you bid your career farewell...

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