Starting in 2026, the Secure 2.0 Act will require highly paid individuals who are 50 or older to make catch-up contributions to a Roth account instead of a pre-tax account. Learn More >
The e-Disclosure Safe Harbor Rule will allow new forms of electronic delivery to be the default delivery method. Learn More >
Employers must give employees various required notices during the year. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually.
Recent changes in the regulatory landscape have raised questions for employers that sponsor retirement plans.
New team members for 2025.
Allie recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).