Retirement Plan Management

Learn the how the passing of this new legislation will affect the options available for employer sponsored retirement plans.

This article has been updated to reflect the latest changes to RMDs as a result of the SECURE Act 2.0.  The SECURE Act…

Employers can reduce risk and streamline the operations of their retirement plan by sweeping small 401(k) accounts of former employees.

Working with a payroll provider that cannot integrate with your recordkeeper can lead to decreased productivity and costly mistakes.

Independent retirement plan benchmarking allows you to maximize the value of your benefits package while mitigating fiduciary risk.

The IRS generally declares a partial plan termination when 20 percent of participants separate from service through layoffs, severance, or termination.

The CARES Act permits retirement plan sponsors to make qualified coronavirus-related distributions available to plan participants.

A retirement plan fiduciary advisor proactively manages the plan sponsor’s obligations and benchmarks the plan every 2-3 years.

The SECURE Act, broadly aimed at retirement security, introduces new provisions impacting both individual investors and employers overseeing 401(k) plans.

Following federal guidelines and leveraging a prudent process will reduce your risk and increase the likelihood of better employee retirement outcomes.