by Sheila Freund, QKA, Compliance Coordinator | Oct 1, 2018 | Latest News, Retirement Plans
Executive Order on Strengthening Retirement Security in America President Trump’s Executive Order on Strengthening Retirement Security in America was signed in Charlotte, NC on August 31, 2018. The goal of the executive order is to expand access to retirement plans...
by Kim Trathen, Sales and Marketing Coordinator | Jun 4, 2018 | Latest News
An employer with a defined benefit plan needs to access many professional services related to the plan: investment management services, custodial services, benefit payment services, plan document services, administrative services, plan design consulting services, and...
by Mishelle Becker, QKA, Retirement Plan Administrator | May 29, 2018 | Latest News
If you have a qualified employer sponsored defined contribution retirement plan, you need 3 types of services: investment, recordkeeping and administrative. In a bundled arrangement, these services are provided by the same organization, usually the record keeper or...
by Kim Trathen, Sales and Marketing Coordinator | May 21, 2018 | Latest News
There are various reasons a company decides to terminate their defined benefit retirement plan, but specific steps must be followed to properly terminate the plan. Our Defined Benefit Plan Termination Procedure provides a detailed overview of the termination...
by Kim Trathen, Sales and Marketing Coordinator | May 14, 2018 | Latest News
Have you considered offering lump sums to former employee participants as a step toward reducing pension risk and expense? Below are some things to consider: The first priority of the plan fiduciaries is to act solely in the interest of plan participants (which...
by Kim Trathen, Sales and Marketing Coordinator | Apr 30, 2018 | Latest News
There are various reasons a company decides to terminate their defined contribution retirement plan. As a general rule, you can terminate your plan at your discretion but specific steps must be followed. Our Defined Contribution Plan Termination...
