Recent Articles for Plan Sponsors
Depending on the type of organization and structure, different rules may apply.
May 12, 2017 | For Your Business
Generally, 457 plans are non-qualified, tax-advantaged, deferred compensation retirement plans offered only by governmental and certain tax-exempt organizations.In a 457 plan, employees may have the opportunity to prepare for retirement by making elective deferrals while allowing employers to contribute to the plan on their behalf.
Learn how 403(b) Safe Harbor plan design may encourage plan participation and satisfy testing.
May 11, 2017 | For Your Business
One method of satisfying the actual contribution percentage (ACP) test is to adopt a safe harbor plan design. A safe harbor 403(b) is a specific type of 403(b) retirement plan designed to encourage employee contributions and participation.
January 5, 2017 | Pete the Planner
Although we often talk about retirement preparation in terms of age, where participants are in terms of their retirement preparation stage is more important.
December 21, 2016 | Pete the Planner
Our research shows that participants often cite diversification as a particularly perplexing investing concept. Pete the Planner has some answers.
December 14, 2016 | Financial Wellness
Technology has made it easier for your participants to learn more about financial wellness and retirement topics. We have more than 20 podcasts.