Dec 28, 20231 minHighlighting Our Top Five Blog Posts of the Year: SECURE 2.0 InsightsAs the year draws to a close, we're reflecting on the key updates and insights that have shaped the landscape of retirement planning in...
Sep 18, 20231 minWebinar: It's Time to Start Planning for 2024: Year-End Deadlines, Including Secure 2.0Are you prepared for what lies ahead in 2024? Join Sherrie Boutwell and Evan Giller on September 28, 2023, from 10am - 10:30am PT, for...
Aug 31, 20232 minThe IRS Issues a Reprieve: Roth Catch-up Contributions Deadline Delayed After 2025In response to appeals from a broad swath of the retirement plan community, on August 25, 2023, the IRS issued Notice 2023-62, which...
Aug 17, 20231 minCelebrating National Non-Profit DayOn this National Non-Profit Day, we take a moment to honor the remarkable individuals who dedicate their time and expertise to the...
Jul 25, 20231 minThe Latest on MEPs, PEPs & DCGs (formerly GoPs)Get updated on the latest developments in the rapidly changing world of Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), and...