Under the SECURE Act, the required age for Required Minimum Distributions to begin has been extended and the restriction on individuals over age 70 ½ making IRA contributions has been eliminated. Learn More >
IRAs and qualified retirement plans are common means to save for retirement. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Uncashed distribution checks are a growing problem for plan sponsors, as the numbers of small-balance accounts and separated participants grow.
After a participant leaves employment, a plan administrator must continue to provide them with plan notices.
Sherry F. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Teresa B. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).