SECURE 2.0 reduces the eligibility requirement from three years to two years and retains the 500 hours of service threshold. SECURE 2.0 also expands the long-term, part-time (LTPT) rule to apply to 403(b) plans covered by ERISA. 403(b) plans are already ...
SECURE 2.0 includes an optional provision allowing an employer to make matching contributions based on a participant's student ...
SECURE 2.0 provides two optional opportunities for plan sponsors to provide participants access to funds for emergencies that ...
In the retirement plan industry, conducting regular audits is essential to ensuring compliance and optimizing plan performance. ...
As we continue growing our 100% employee-ownership structure, we are pleased to share that Hailey Fields and David Williams are ...
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On February 23, 2023, the Employee Benefits Security Administration (EBSA) announced changes to the Form 5500 Annual Return and ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
I am honored to have been invited to participate in a panel discussion at the NAPA 401(k) Summit next month. Since the pandemic, ...
How can plan sponsors mitigate risk against possible fee litigation? During this short video, Breion Rollins discusses the ...
Multiple lawsuits were filed this summer alleging the use of the BlackRock LifePath suite of target date funds in retirement ...
As an employer, one of your top priorities is likely to ensure that your employees are happy and productive. Financial wellness ...