Missing Participants in a Retirement Plan

A retirement plan is required to maintain contact information for participants and beneficiaries who are owed a benefit under the plan.

Don’t Overlook Advantageous Provisions of the SECURE Act

Although the 2019 SECURE Act was the most significant retirement plan policy legislation in over 10 years, its provisions have been somewhat in the background due to COVID-19. We've highlighted the following provisions that plan sponsors and employers without a plan may want to consider now.

Impact of the CARES Act on Employer Sponsored Defined Contribution Plans

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law by President Trump on March 27, 2020, it contains several provisions that impact qualified retirement plans. 

Plan Options for COVID-19 Impacted Businesses

The government’s response to COVID-19 has left many facing forced closure or seismic changes to sales and expense forecasts. This new reality has left business owners looking for ways to bolster working capital while reducing fixed and other costs

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