Smaller Plans, Larger Costs
While 401(k) plan fees are a bigger ask for small plans, the savings benefits to participants still tend to be...
Tag: Setting Every Community Up for Retirement Enhancement Act of 2019
Benefits |
Providing Retirement Benefits Can Benefit Employers
Tax benefits and new credits aim to offset the cost of setting up new retirement plans and can be a...
Senate Takes Up Plan Startup Retirement Tax Credit Legislation
The legislation mirrors another bill in the House, which increases credits for offering retirement plans for the smallest businesses.
Products |
The 3-Letter Plan Type You Haven’t Heard of
Defined Contribution Groups—DCGs—offer another option for sponsors seeking to simplify some administrative tasks.
Benefits |
In PEPs, Attaining Economy of Scale Is Critical, Sometimes Illusive
While the pooled plan providers, sponsors of multiple employer plans, continue to see asset inflows, for sponsors, joining a PEP...
Insurance Broker’s PEP Launches for Private Equity, Venture Portfolio Firms
San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...
Auto-Enrollment Gains in Popularity Among Retirement Plan Participants
An annual American Century Investments survey revealed a major increase in acceptance and expectation of employers pushing employees to save...
Are Tax-Exempt Employers Eligible for Secure 2.0 Credits for Starting a Retirement Plan?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.