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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...

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...
WHO USES A 403(b) PLAN – PART ONE

WHO USES A 403(b) PLAN – PART ONE

Here on the ADMIN blog, we have a number of discussions surrounding 403(b) Plans. The reason for this is because this is our niche. While we do work on other retirement plan types, 403(b) is our ‘sweet spot’ and is where a lot of our expertise lies. With this being...