403(b) plan sponsors are required to adhere to the long-term/part-time (LT/PT) participation rules that go into effect Jan. 1, 2025. Many employers ask how these new rules mesh with the universal availability rules already existing for 403(b) plans.
The IRS issued guidance for 403(b) plan sponsors on the SECURE 2.0 rule requiring long-term/part-time (LT/PT) employees to be ...
I was recently at an industry conference of retirement plan consultants and participated in a session discussing how ...
The most recent trend in retirement is to focus on retirement income. However, many conversations revolve around believing that ...
Only so many tasks are more difficult than finding the most suitable target date fund (TDF) series for a plan’s participants. Our ...
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On August 19,, the Internal Revenue Service (IRS) released interim guidance (Notice 2024-63) related to section 110 of the SECURE ...
ERISA (the Employee Retirement Income Security Act of 1974) is a federal law regulating employee benefit plans, including pension ...
We have a saying at the firm. The best recordkeeper conversion is the one you don’t have to do. However, the only thing worse ...
Your retirement plan consultant can play a helpful role in assisting you with your plan’s yearly plan audit. Retirement plan ...
The Department of Labor calls for employers to educate their committee members on their roles and responsibilities. Employees ...
In the complex landscape of retirement plan management, fiduciaries face numerous challenges, including maintaining the integrity ...