M
 
YEAR-END EXTENSION DEADLINE APPROACHES

YEAR-END EXTENSION DEADLINE APPROACHES

October 15, 2018 is the deadline for the year-end filing extension for retirement plans that are subject to ERISA. With this in mind, our Plan Administration team is working diligently to ensure all of our ERISA clients have submitted their plan data and have signed...

BACK TO SCHOOL

Can you believe we are half way through the month of September? We can’t either! Between the change in temperature along with the bright colors forming on the trees, fall is approaching. We want to take this opportunity to welcome all of our public education and...

FIVE PRODUCTIVITY TED TALKS YOU NEED TO WATCH

We appreciate all of the love that you have shown on both the Podcast and the TED Talk series here on the blog! In fact, we receive the most engagement on these posts and for that reason, we will keep them coming! Today’s list includes some TED Talks that are going to...

A 403(b) GUIDE FOR CHARTER SCHOOLS

In our recent ‘Who Uses a 403(b)’ series on the blog (which you can view here), we briefly touched on public schools. The realm of public education once held the number one spot when it came to 403(b) plans and in fact, up until 5 years ago, a majority of the work...