California has recently established its own state-run retirement plan. The plan has been mandated for use by business owners who otherwise do not offer a retirement plan benefit program for their employees, such as a 401(k), SIMPLE IRA or SIMPLE... Read More

We always meant to automate our plan audit files, but somehow we didn’t get around to it. What do we need to know to protect the information we send?... Read More

We all want to retire comfortably someday and live our dream life. But we all know that’s not going to happen by accident, right?... Read More

Plan sponsors, here is a great list of websites that you may find useful in your day to day work.... Read More

Plan sponsors, below are the 2022 401(k) and Pension Plan Contribution Limits. ... Read More

Our plan committee is thinking about purchasing fiduciary liability insurance. Is a fidelity bond the same thing as fiduciary liability insurance?... Read More

The threat of retirement account fraud has increased in recent years — particularly during the remote work environment.... Read More

Cybersercutiy is a big topic for year-end plan review meetings.... Read More

Social Security remains one of our country’s most valuable financial resource programs.... Read More

Q: Erick, at what age am I required to start taking distributions from my retirement plan? A: Thanks to the Setting Every Community Up for Retirement Enhancement Act (enacted on December 20, 2019), the age at which the Internal Revenue... Read More