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 […]
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 […]
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. […]
While your retirement plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key.
From establishing an emergency fund or managing debt, to saving for a dream vacation, a home down payment, and retirement, savings buckets can help guide employees towards achieving their savings objectives.
Profit sharing is not just a tool to reduce your company’s tax liability; it is also a powerful means of expressing gratitude towards your employees.
Discover top strategies for maintaining organized fiduciary files with best practices for compliance and peace of mind. As a plan sponsor, one of your primary responsibilities is ensuring that your company’s retirement plan operates smoothly and within the boundaries of compliance regulations. This is no small feat, especially when dealing with the complexities of a […]
Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or the 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 […]
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