Curated Content Library - Plan Sponsor Consultants

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Publisher: BenefitsPRO
Author: No Author

Ready to implement SECURE 2.0? Manual HR processes will leave organizations scrambling | BenefitsPRO

With SECURE 2.0 signed into law, featuring new auto-enrollment requirements, retirement advisors can help prepare payroll systems for the new regulations, otherwise employers will face the possibility of fines.

With SECURE 2.0 signed into law, featuring new auto-enrollment requirements, retirement advisors can help prepare payroll systems for the new regulations, otherwise employers will face the possibility of fines.
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With SECURE 2.0 signed into law, featuring new auto-enrollment requirements, retirement advisors can help prepare payroll systems for the new regulations, otherwise employers will face the possibility of fines.
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Tags: automatic features, secure 2.0, 2023, amendments

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Publisher: The National Law Review
Author: No Author

New Form 5500 Rules Permit More Plans to Qualify for Audit Exemption

Does your 401(k) plan have around 100 active account balances? If so, the new audit rules could help you avoid a large plan audit.

Does your 401(k) plan have around 100 active account balances? If so, the new audit rules could help you avoid a large plan audit.
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Does your 401(k) plan have around 100 active account balances? If so, the new audit rules could help you avoid a large plan audit.
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Tags: 2023, 5500 form, plan audit

5 1
Publisher: |Belfint Lyons Shuman
Author: No Author

SECURE Act 2022 EPCRS Update | Enhanced Correction Options

Learn more about several of the EPCRS changes made by the SECURE Act 2.0 including expanded correction options - Delaware CPA.

Learn more about several of the EPCRS changes made by the SECURE Act 2.0 including expanded correction options - Delaware CPA.
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Learn more about several of the EPCRS changes made by the SECURE Act 2.0 including expanded correction options - Delaware CPA.
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Tags: secure 2.0, 2023, self corrections, errors

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Publisher: PLANSPONSOR
Author: No Author

Biden Uses First Veto to Uphold DOL ESG Rule | PLANSPONSOR

Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.

Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.
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Veto permits retirement plans to continue using environmental, social and governance criteria when selecting retirement plan investments.
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Tags: legislation, investment options, 2023, esg

5 1
Publisher: NATIONAL TAX-DEFERRED SAVINGS ASSOCIATION
Author: No Author

State-Sponsored Plans: A Look at Participation

70% of employees don't want to save in state-mandated plans, but there is still time to offer a #401k plan before state deadlines.

70% of employees don't want to save in state-mandated plans, but there is still time to offer a #401k plan before state deadlines.
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70% of employees don't want to save in state-mandated plans, but there is still time to offer a #401k plan before state deadlines.
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Tags: 2023, state run palns, start-up, starter 401k

5 1
Publisher: Empower
Author: No Author

Ten financial resolutions for the New Year (and a financial goals worksheet to get started)

The best financial resolutions for 2023 If you're giving a little more thought into how to reach your goals at the start of the new year, you're not alone. It's a common practice throughout the world and has been around for thousands of years.1 New Y...

The best financial resolutions for 2023 If you're giving a little more thought into how to reach your goals at the start of the new year, you're not alone. It's a common practice throughout the world and has been around for thousands of years.1 New Y...
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The best financial resolutions for 2023 If you're giving a little more thought into how to reach your goals at the start of the new year, you're not alone. It's a common practice throughout the world and has been around for thousands of years.1 New Y...
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Tags: participant education, participant outcomes, financial wellness, participant wellbeing, 2023

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Publisher: Journal of Pension Benefits
Author: No Author

A Look at the IRS's New Employee Plan Audit Pilot Program

The IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQs

The IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQs
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The IRS is launching an audit program designed to reduce the time and burden of retirement plan audits. Check out the FAQs
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Tags: irs, 2023, audits

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Ready to implement SECURE 2.0? Manual HR processes will leave organizations scrambling | BenefitsPRO

New Form 5500 Rules Permit More Plans to Qualify for Audit Exemption

SECURE Act 2022 EPCRS Update | Enhanced Correction Options

Biden Uses First Veto to Uphold DOL ESG Rule | PLANSPONSOR

State-Sponsored Plans: A Look at Participation

Ten financial resolutions for the New Year (and a financial goals worksheet to get started)

A Look at the IRS's New Employee Plan Audit Pilot Program

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