Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today! PENSION PLAN SPECIALISTS, PC 805 Broadway, Suite 600 Vancouver, WA 98660 360-694-8409 pensionplanspecialists.com info@TPAteam.com This information was developed as a general guide to educate plan sponsors and is […]
In today’s evolving benefits landscape, retirement plan success could hinge on effective strategies. This quarter’s newsletter highlights three areas plan sponsors can’t afford to overlook: Explore advanced savings vehicles designed to support your most valued employees as they prepare for retirement. From cash balance plans to tax strategies and plan structure alignment, there are numerous […]
Practical steps to help protect participants’ data and meet your fiduciary duties. As a retirement plan sponsor, you are juggling plenty of responsibilities. Investment oversight, fee monitoring, participant education… the list goes on. Now there’s another item on your priority list: cybersecurity. If you’re thinking “cybersecurity is an IT issue,” you’re not alone. Many plan […]
Retirement Transition: More Than Just Finances Retirement is more than just a financial decision; it’s a major life transition. This presentation explores how to prepare emotionally and practically, covering purpose, connection, structure, and planning. The goal is to have real conversations around the emotional impact this major life transition can have on you, so that […]
Why human-led employee education still matters It’s wonderful to live in a time when answers are just a click away. You can easily find out how many inches are in a meter, get TV show recommendations, and find out where the next Olympic Games will happen. But when it comes to financial advice, the internet […]
Cigna Transparency In Coverage