Posts filed under: Regulatory and Legislation

Regulatory and Legislation

Employer Sponsored Retirement Plan legislation changes and regulatory changes for 401k, Defined Benefit, Pension, Profit Sharing, Cash Balance and all plans governed by ERISA.

401k and Pension Plan Contribution Limits for 2022

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

Ask Erick…Q&A with a 401(k) Advisor “Fiduciary Liability Insurance”

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

Combatting Cybersecurity Threats

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

Ask Erick…Q&A with a 401(k) Advisor

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

Knowledge is Retirement Power

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

Ask Erick…Q&A with a 401(k) advisor

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