SPARK Meeting Seeks to Identify Roth Catch-Up Needs
Recordkeepers and payroll providers met to decide on workflow to establish implementation processes for SECURE 2.0 Roth catch-up mandates.
Tag: retirement plan recordkeeping
How Can a 402(g) Excess Deferral Be Corrected?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Retirement Plan Recordkeepers Increasing Cybersecurity Staff
More than three-quarters of retirement plan specialist advisers selected cybersecurity practices as a top consideration when selecting a recordkeeper, Cerulli...
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The Standard Introduces Accelerate for Small Retirement Plans
Its features include an online Quick Start tool for plan quoting and optional investment fiduciary services from Morningstar.
Recordkeeper Consolidation Can Be a Good Thing
The pool of options may be shrinking, but recordkeepers have to focus on meeting participant and plan sponsor needs to...