by Greg Snyder | Aug 7, 2021 | Employee Articles, Employees
Two New Options for 2020 The passing of the SECURE Act means good news for many Plan Sponsors starting a retirement plan or adopting automatic enrollment. Small Business Tax Credit for Starting a Retirement Plan Beginning in 2020, the SECURE Act increases the tax...
by Greg Snyder | Aug 7, 2021 | Advisor Articles, Advisors
Prepared by Jim Hudson, Chairman, JULY The Setting Every Community Up for Retirement Enhancement (SECURE) Act, is one of several bills that has been passed by the House and included as part of a single overall yearend government spending package. Without this spending...
by Greg Snyder | Aug 7, 2021 | Employee Articles, Employees
Fund-specific revenue sharing allocation Plan fiduciaries have the responsibility to determine the reasonableness of plan fees and to understand the compensation structure of their retirement plan. Plan fees generally consist of service fees from each vendor plus the...
by Greg Snyder | Aug 6, 2021 | Employee Articles, Employees
Sales and Plan Analysis Tool Our prospecting lists enable you to find qualified leads that are similar to your best customers and to identify potential new market opportunities. Search Criteria You provide plan asset / participant size and geographic location of your...
by Greg Snyder | Aug 6, 2021 | Employee Articles, Employees
FAQs for Retirement Plan Sponsors 1) What is a “Domestic Relations Order” (DRO)? A court judgment, decree or order, including a court-approved property settlement agreement, related to child support, alimony or marital property rights for the benefit of a spouse,...
