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Choosing a Retirement Solution for Your Small Business

Choosing a Retirement Solution for Your Small Business

Why Save? Experts estimate that Americans will need 70 to 90 percent of their pre-retirement income to maintain their current…

What’s New In Washington: SECURE 2.0 Permits Student Loan Matching

What’s New In Washington: SECURE 2.0 Permits Student Loan Matching

SECURE 2.0 has brought many changes to the retirement space. Among them is student loan matching. This permissible and optional…

SECURE Act 2.0 – What Employers Need to Know

SECURE Act 2.0 – What Employers Need to Know

After a lot of excitement, Congress finally passed the Consolidated Appropriations Act which included several new retirement plan legislations. The…

Best Practices for Year-End Preparation

Best Practices for Year-End Preparation

To avoid costly errors that can arise from inadvertent errors in the year-end crush, plan sponsors should begin talking with…

IRS Launches Pre-Audit Correction Program

IRS Launches Pre-Audit Correction Program

Great news for plan sponsors! Effective June 2022, the IRS  is launching a pilot program that will allow plan sponsors…

Understanding the Share Class Alphabet Soup

Understanding the Share Class Alphabet Soup

Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund…