Search
mark61504
- Feb 5
- 1 min
Sponsor Trends Past & Present
According to one major recordkeeper survey of their clients, they found the following trends as the leading changes ending in 2022 (in...
10 views0 comments
mark61504
- Nov 21, 2023
- 1 min
Thinking of Offering a Plan, SECURE 2.0 is Here to Help
For many employers, offering a 401K plan is often viewed as a luxury of larger companies. The perceived complexity can be enough to...
11 views0 comments
mark61504
- Nov 6, 2023
- 1 min
Plan Design Ideas for 2024
While everyone is already tired of talking about SECURE Act 2.0, what about some of those tax credits that you could get from the...
6 views0 comments
mark61504
- Jun 21, 2023
- 1 min
SECURE 2.0 Provisions for 2026
In 2026, what is old is suddenly new again as paper statements have a forced comeback under the SECURE Act 2.0. In addition, lower...
9 views0 comments
mark61504
- Jun 3, 2022
- 1 min
Hypothetical Trade-Offs and What They Tell Us About Ourselves
According to a 2021 PLANSPONSOR Participant Survey, the average retirement saver may not be that savvy. That is of course not what the...
14 views0 comments
mark61504
- Mar 9, 2022
- 1 min
Another Proprietary Fund Lawsuit: What does independent even mean?
Lowe's famous tagline is "Do it right for less". In the case of their 401K plan, a judge found Aon didn’t violate ERISA when encouraging...
52 views0 comments