Entries by Pension Plan Specialists


Plan Sponsor Newsletter: Fiduciary Plan Governance Q1 2024

In this newsletter, we will discuss organizing fiduciary files and benchmarking your retirement plan to help you enhance your fiduciary plan governance. Plus, we explore how profit sharing can help reduce your company’s tax liability and express gratitude towards your employees. By implementing these strategies, you can further strengthen your fiduciary governance practices and contribute […]


Plan Sponsor Guide: Cybersecurity Checklist

It is more important than ever to prioritize the security of your company’s retirement plan. The Department of Labor (DOL) has recognized this urgency and has issued recommendations to help employers safeguard their plans. For plan fiduciaries, there are many ways you can apply these best practices to effectively manage your company’s retirement plan. Read […]


SECURE 2.0 Startup Tax Credits Guide

The SECURE Act 2.0 is giving business owners an opportunity to start a retirement plan with three enticing tax credits. Learn more about credits to offset startup costs, automatic enrollment and employer contributions. With these tax credits, business owners can confidently set up a retirement plan, save money and thrive in an ever-changing economic climate. […]