Pension Plan Limits for Tax Year 2021

11/30/2020
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2021.

Why it's Important to Review, Refresh and Revise Retirement Plan Documents

11/12/2020
Ideally, you should meet with your plan's advisor at least once a year to evaluate the overall health of your retirement plan, which includes reviewing plan documents and operations to help ensure they are up to date with current guidance and regulations.

Pension Plan Limits for Tax Year 2020

01/03/2020
The Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2020.

What are Corrective Distributions and How to Avoid Them Going Forward

12/09/2019
This article will take a brief look at ways to correct a failed “ADP” test, the non-discrimination test mandated by the Internal Revenue Code to determine whether 401(k) elective deferrals unfairly favor highly-compensated employees.

How Data Analytics Can Help You Make Retirement Plan Decisions

11/14/2019
If you’re not using data analytics to help you make progress toward improving participant outcomes, then you could be missing out on a key component of plan governance. Data analytics are becoming a meaningful part of defined contribution plan governance for retirement plan fiduciaries.

Is Your Retirement Plan Meeting Your Employees' Objectives?

09/23/2019
Are your company's employees saving enough for retirement? Maybe not, according to a report from the National Institute on Retirement Security, which states that four out of five Americans have less than a year's income saved for retirement.