by Greg Snyder | 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...
by Greg Snyder | Nov 10, 2021 | Advisor Articles, Advisor News, Advisors, Employee Articles, Employees, General News
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...
by Greg Snyder | Aug 30, 2021 | Employer Videos, Employers
