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mark61504
Nov 6, 20231 min read
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...
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mark61504
Nov 5, 20211 min read
2022 Retirement Plan Limits
Balancing a plan with changing demographics can be a challenge. Employee turnover in a small retirement plan can make or break your plan...
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mark61504
Sep 29, 20212 min read
Missing Participant Guidance
The Department of Labor has issued guidance to help retirement plan fiduciaries when trying to locate and distribute retirement benefits...
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mark61504
Jul 7, 20211 min read
I thought I fired that guy?
In January of 2021, the US Department of Labor published compliance assistance release No.2021-01 regarding the investigation process and...
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