M
 
Webinar Registration

Webinar Registration

Join us later this month for our webinar series focusing on Charter Schools: What to Know and IRS Audits: How to Protect your Plan. This will be a great opportunity for financial advisors and clients to learn more and ask any questions they may have. Both sessions are...
Automation in Retirement Plans

Automation in Retirement Plans

Retirement financial planning has always been extremely important, but with the increasing inflation it is even more important to increase your savings for retirement. Preparing for retirement can be really overwhelming, but both auto-enrollment and auto-escalation...
Coming Soon: Online SRA Submission

Coming Soon: Online SRA Submission

We are very happy to announce that the ability to submit an online Salary Reduction Agreement (SRA) will soon be available via our website! We are currently in testing with a select group of clients and will be progressively rolling out to our entire client list. Soon...
IRS Penalties & How Admin Partners Can Assist

IRS Penalties & How Admin Partners Can Assist

Employers have enough on their plates when it comes to daily operations. Administering retirement plans should not be one of them. With retirement policy changes over the last few years, it makes it even more difficult ensure these plans are operating in a compliant...
IRS Announces New Pilot Program

IRS Announces New Pilot Program

IRS examinations are an extremely important aspect of retirement plans. They can be an expensive, time consuming process, so any changes to make the process easier on the plan sponsors and still ensure plan compliance is vital information. The IRS recently announced a...