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Articles

Nov
13
2017

Earned vs. Passive Income: Why It Matters For Retirement Contributions

Earned vs. Passive Income:Why Does It Matter For Retirement Contributions? A recurring question that comes up each year is how much can I contribute to a retirement plan? That question is primarily a function of how much money you earn. A frequent area of confusion is what type of income can be used as the […]

Jul
14
2017

SmartPlan Is Exactly What Your TPA Firm Needs

A Testimonial From PlanPerfect Over the past several years, the financial services industry has experienced a wave of innovation. Unfortunately, even with recent advancements in technology there is still a large gap to fill in employee retirement education. While speaking with employees, they often share their confusion about retirement options, like their 401(k) plans. Having […]

Oct
3
2016

SmartPlan Usability

When it comes to retirement, the two most important things you can do are to actually enroll in a plan, and prepare for retirement based on your needs. Unfortunately, businesses spend billions of dollars and waste time with countless education & enrollment meetings, yet have failed to increase the rates that people actually participate in […]

Oct
3
2016

SmartPlan Confidence

When it comes to retirement planning, knowing about what your retirement needs are, what you need to do to enroll, and what kind of contribution to set, are all very important. Companies put millions of dollars each year into programs that are based around increasing the knowledge of their employees about their retirement, with the […]

Apr
27
2016

Unbundled vs. Bundled Retirement Plans

Feb
18
2016

Understanding Fiduciary Responsibilities in a 401(k) Plan

*Excerpts from a report by Oppenheimer Funds and OGI Global Trust.  PlanPerfect is not affiliated with either OppenheimerFund or OGI Global Trust Fiduciary Responsibility The Employee Retirement Income Security Act of 1974 (ERISA) is designed to protect the retirement assets of workers who participate in an employer-sponsored qualified plan. ERISA sets the rules that plan […]

Jan
16
2016

Third Party Administrators (TPA) at a Glance

What TPAs Do A TPA’s responsibilities include, most importantly, retirement plan design, as well as record keeping, yearly testing to gauge a plan’s compliance with Internal Revenue Service’s (IRS) non-discrimination rules and participant contribution limits, and preparing annual returns and reports required by the IRS. When it comes to plan design, the goal of a […]

Dec
8
2015

Retirement Planning With The Younger Generation (Infographic)

Nov
20
2015

RIA’s Next Great Opportunity:
Younger Generations Need Help Planning for Retirement, Too

You believe only Baby Boomers think about retirement? They may not call it the same thing, but Gen Xers (age 35-49) and Millennials (18-34) have begun to take planning seriously for what they prefer to call their post-work years. And for good reason! According to some estimates they’ll have to save up to $9 trillion […]

Oct
15
2015

Buyer Beware: Why retirement plan sponsors should think twice before using payroll provider TPAs

When it comes to 401(k) plan administration and payroll, they don’t have much to do with each other beyond salary deferrals and W-2 compensation. Besides those two small elements, retirement plan administration requires a different type of knowledge and expertise. Payroll providers that offer retirement plan administration to their clients often attempt to create a […]

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