Browsing Tag
Safe Harbor Plan
15 posts
PensionBee, SS&C Technologies Launch Safe Harbor IRA
PensionBee and SS&C say the partnership allows former employees to reconnect with their retirement savings and reduces administrative burdens for employers
Merging Seven Plans Into One
The OneDigital team faced an ultimate task: create and design a cohesive retirement plan for 1,800 participants by January 1.
2022 Safe Harbor 401(k) Deadline Quickly Approaching
Small businesses considering going the Safe Harbor route this year have until October 1
8 Mistakes to Avoid When Administering a 401k Plan
Between helping patients and running their businesses, physicians are incredibly hard-working individuals. My own advisor practice is dedicated…
3 New Year’s Resolutions for 401k Plan Sponsors
In January, Alight Solutions released 2020 Hot Topics in Retirement & Financial Wellbeing, a survey of 130 plan…
Bringing Sunlight to Dark Corners of Safe Harbor IRA Fees
401k plan sponsors know all too well that sunlight—coming in the form of transparent fees and disclosures—is vital…
A Good Move: Moving Company Transfers Nearly $2 Million to Employees’ 401ks
In a year filled with more than its fair share of bad news, here’s some good news about…
ARA Wants 401(k) Safe Harbor, Distribution, Reporting Relief
The American Retirement Association is taking a multipronged approach to retirement plan relief in the face of the Coronavirus…
6 Lesser-Known SECURE Act Provisions Impacting 401ks
While the major changes resulting from the SECURE Act’s annuities, RMD and open MEPs provisions—plus the elimination of…
It’s In! SECURE Act Included in 2020 Spending Package
Talk about your nail-biters! After months of collecting dust in the Senate, the SECURE Act, the most significant…