• mark61504

Hiring a New Provider?

As you evaluate your retirement plan providers, you are probably adding a new line of questions to your checklist. Cybersecurity is front of mind for all of us and that security should be not only with those recordkeepers we work with, but also with our consultants, third-party administrators, and custodians. EBSA (Employee Benefits Security Administration) has created some questions that you can use the next time you are looking to hire a new provider here.

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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 design. The 2022 limits are out with large increases in compe