Explore Auto Enrollment in 401(k) Plans
Auto enrollment, or automatic contributions, continue to grow in popularity as 401(k) plan sponsors look for ways to increase plan participation. With auto enrollment, participants…
September 23, 2022
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4 min read
Proposed Changes to Required Minimum Distributions
The IRS issued proposed regulations this year addressing RMD questions raised by the SECURE Act for qualified plans, 403(b) plans, IRAs and 457 eligible deferred…
August 24, 2022
| 4 min read
Important Deadlines for Pre-Approved Retirement Plan Documents
For defined contribution plans that use a document pre-approved by the IRS, the deadline to restate on to the “Cycle 3” version is July 31,…
July 27, 2022
| 4 min read
Need for Guidance Creates Opportunity for RIAs
Retirement plan sponsors and participants want choices. The opportunity for retirement-focused registered investment advisors is immense.
June 22, 2022
| 6 min read
New Revenue Opportunities with Pooled Retirement Plans
Retirement readiness has been a long-standing battle cry for the retirement services industry. And yet, 55 million American workers still do not have access to…
June 21, 2022
| 5 min read
Are you feeling ready? Secure Act 2.0 retirement reforms
In March, the House of Representatives passed the Securing a Strong Retirement Act of 2022 (commonly known as Secure Act 2.0) by a wide bipartisan…
May 16, 2022
| 4 min read
Pioneering to Serve Intercultural Clients Better: NAIFA Diversity Champion Stephen…
Looking through the eyes of those we serve. Aligning our offerings, processes, networks, and alliances to their needs.
May 28, 2021
| 6 min read