The Case for Active Management in 401(k) Plans
As a plan sponsor, one of your most important responsibilities is providing your employees with investment options that can help ...
Retirement Plans
IRS Releases 2025 Limits for Retirement Plans
On November 1, the IRS announced the new 401(k) plan limits for 2025. We’ve pulled together the key changes for employers ...
What to Know About Adding Collective Investment Trusts to 401(k)s
Thinking of adding a Collective Investment Trust to your company’s 401(k) plan? Learn about their advantages and drawback to ...
SECURE Act 2.0 of 2022: A Round-Up of New Retirement Plan Provisions
On December 29, 2022, President Joe Biden signed the $1.65 trillion omnibus spending bill, officially called the Consolidated Appropriations Act of 2023,1 into law.
New IRS Requirements for 401(k) Plan Discretionary Matching Contributions
Every six years, the Internal Revenue Service (IRS) requires most retirement plans to update their plan documents to comply with ...