The Cares Act & Qualified Plans

The Cares Act & Qualified Plans

We seek to keep our partners apprised of recent changes and potential legislative actions that may have an impact on the plans and plan participants we serve. ...

The Secure Act & Qualified Plans: Plan Setup Changes

The Secure Act & Qualified Plans: Plan Setup Changes

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on Dec. 20th, 2019. These new legislative enhancements create more flexibility for new & existing plans! ...

CalSavers…. What You Should Know

CalSavers…. What You Should Know

Ratified by the California State Legislature in 2016, new laws were enacted that require certain employers to provide retirement plan benefits for their employees. ...