by JoAnn Cassell | Mar 28, 2022 | Regulations & Policies, Retirement Plan
A retirement plan is one of the most valuable employee benefits you can offer. By giving your people peace of mind about the future, you’ll inspire them to new heights. But a retirement plan introduces potential for costly mistakes—and that might keep YOU up at night....
by JoAnn Cassell | Sep 15, 2021 | Retirement Plan
Establishing a 401(k) retirement plan is simple. After all, you just have to choose vendors, draft legally sound documents, operate the plan, and stay in compliance. No big deal, right? Actually… not so much. Setting up a 401(k) plan involves many moving pieces...
by JoAnn Cassell | Dec 16, 2020 | Plan Sponsors, Retirement Plan, SECURE Act
Every industry was affected by COVID-19 this year, and retirement planning is no exception. The CARES Act and the SECURE Act in particular had such a significant impact that we’ll take an in-depth look at both of them in future posts. For now, as we move into the...
