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Plan Theft as DOL Area of Focus

Plan Theft as DOL Area of Focus

By Kelsey Mayo, Partner, Poyner Spruill Plan theft is a perennial hot-button issue in the benefit plan arena. Recent estimates…

Best Practices for Plan Sponsors

Best Practices for Plan Sponsors

By Kelsey Mayo, Partner, Poyner Spruill What does “testing season” mean? Qualified plans provide great tax benefits—a tax deferral for…

About Smart Plan

About Smart Plan

SmartPlan: Interactive Retirement Enrollment & Education As an industry leader in corporate retirement planning, PlanPerfect is proud to offer SmartPlan;…

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Deadlines to adopt a new Defined Benefit Pension, Cash Balance, or 401k Profit Sharing Plan have been extended beyond December 31st

    (This article was adapted by permission from the original version written by Eric C. Droblyen, CPC, QPA of…

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How the CARES Act Affects Retirement Plans

Many of our clients are feeling the far-reaching affects of COVID-19, both from a health standpoint and a financial one….

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Combination Plan Design

Retirement plans fall into one of two categories: Defined Contribution Plans and Defined Benefit Pension Plans. Defined Contribution Plans, also…