Articles from Our Team

What’s been going on in the retirement & health plan fields? Here we’ll discuss the latest information & best practices for managing your plans.

Latest Article

What a Failed ADP/ACP Test Means

Ensure your 401k retirement plan allows your employees to save the maximum amount allowed by understanding and utilizing ADP/ACP testing.

Recent Articles

In-Service Distributions from Defined Benefit Plans
In-Service Distributions from Defined Benefit Plans

The Bipartisan American Miners Act of 2019 allows in-service distributions for retirement plan participants to commence at age 59 ½. However, in a defined benefit plan, to receive in-service lump sum distributions at age 59 ½, the distribution must satisfy certain thresholds. Read on to learn more about defined benefit plan lump sum distribution requirements.

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