The Shift Towards Lifetime Income Options in Retirement Plans
Retirement security is not just about how much employees save, it’s about how long that money lasts.
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Trends and Future Outlook
The Future Is Now: How AI and Technology Are Revolutionizing 401(k) Plan Management
When most business owners think about 401(k) plans, they picture paperwork, regulations, and administrative headaches.
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Accelerated Retirement Savings Strategies
Retire Richer and Faster: 6 Effective Strategies for Accelerating Retirement Savings For business owners who want to add real value through retirement plans, exploring ways to accelerate savings is essential. Retirement strategies like auto-increase features and catch-up contributions not only help employees build wealth faster but also demonstrate your commitment to their financial futures.
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A Year in Review: Key Trends in 401(k) and Retirement Plans for 2024
A Year in Review: Key Trends in 401(k) and Retirement Plans for 2024 As we navigate 2024, and look ahead to 2025, the retirement planning landscape continues to evolve, shaped by regulatory updates, shifting employee expectations, and technological advancements. For business owners, staying ahead of these trends is essential—not only to remain compliant but
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The New Era of Retirement Plans: Tax Savings and Streamlined Electronic Access
Upcoming Deadlines for calendar-year Plans September 15th – Required contribution to Money Purchase Pension and Target Benefit Pension. 15th – Contribution deadline for deducting 2019 employer contributions for those sponsors who filed a tax extension for Partnership or S-Corporation returns for the March 15, 2020 deadline. 15th – Single employer DB plans were provided relief
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