Browsing Tag
Strategic Benefits Advisors
4 posts
What Happens to the 401(k)? Defined Contribution Decisions During M&A
Mindy Zatto and David Runsick of Strategic Benefits Advisors explore practical strategies for handling DC plans during acquisitions
Strategic Asset Decumulation: The Key to Predictable Lifetime Income for Participants
Mindy Zatto of Strategic Benefits Advisors explains why and how plan sponsors can help participants efficiently transition to decumulation
New Outline of SECURE 2.0 Provisions Offers Guidance for Plan Sponsors
CliffNotes-like summary provides help for mid- to large-size retirement plan sponsors trying to navigate the expansive new legislation
Time to Ensure Compliance for Part-Time 401(k) Participants
Atlanta-based independent employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) recently issued guidance urging 401(k) plan sponsors…