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.

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Tracking Payroll Deposits to a 401(k): A Guide for Plan Sponsors

Learn how to track 401(k) payroll deposits, ensure compliance, maintain employee trust, and avoid penalties with best practices and helpful strategies for plan sponsors.

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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