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Helping businesses choose the right retirement plan,
with the right features, run the right way, since 1982.

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News
October 4, 2021

Congress Is Likely To Mandate That Most Businesses Must Maintain An Automatic Enrollment 401k or 403B Plan

There is a proposal working its way through Congress that, if it becomes law, will require most employers to offer a 401k Plan or 403b Plan, or a SIMPLE IRA…
News
September 20, 2021

A Big Change Is Coming For Form 5500 Filing Requirements

The Internal Revenue Service, the U.S. Department of Labor, and the Pension Benefit Guaranty Corporation announced on September 14, 2021 proposed changes and enhancements to the Form 5500 Annual Return/Report…
News
August 2, 2021

The IRS Makes It Easier To Fix Retirement Plan Mistakes

The requirements for maintaining and operating retirement plans may differ depending upon the type of plan – 401k vs. 403b vs. profit-sharing-only vs defined benefit plan – and may differ…

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with the right features, run the right way, since 1982.

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