We recommend plan sponsors always keep an up-to-date permanent listing of missing participants as part of their retirement plan record. Learn More >
Strategies to consider to avoid lost participants in your plan. Learn More >
A major frustration in plan administration is locating employees who have left the employer and have not provided a forwarding address for the processing of any benefits due to them from the plan. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
The circular calculation of compensation for an owner can be tricky.
The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart.