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Is a PEP the Right 401(k) Solution for My Client?

Is a PEP the Right 401(k) Solution for My Client?

by Kibria Golam | Nov 12, 2021 | Advisor Articles, Advisors

First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest evolution in the 401(k) marketplace and was made possible through the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. A PEP allows employers to...
Annual Contribution Limits for 2022

Annual Contribution Limits for 2022

by Kibria Golam | Nov 10, 2021 | Advisor Articles, Advisor News, Advisors, Employee Articles, Employees

Maximum Amounts that Can Be Funded to Qualified Retirement Plans   ERISA has established plan limits for contributions and benefits that apply to all qualified retirement plans. The chart below outlines the maximum contribution (or benefit) that can be funded to each...
Paying Fees from Plan Assets

Paying Fees from Plan Assets

by Kibria Golam | Aug 30, 2021 | Employer Videos, Employers

How the CARES Act Applies to Your Retirement Plan

How the CARES Act Applies to Your Retirement Plan

by Kibria Golam | Aug 30, 2021 | Employer Videos, Employers

SECURE Act

SECURE Act

by Kibria Golam | Aug 30, 2021 | Employer Videos, Employers

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