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mark61504

Aug 291 min read

Auto-enroll, but at what rate?

As a plan sponsor, one of your most important duties is to evaluate all aspects of the retirement plan. Frequently this includes...

mark61504

Aug 91 min read

The Auto Features are Coming

Beginning January 1, 2025, most employers with 401(k) and 403(b) plans established on or after December 29, 2022, must include an...

mark61504

Jul 311 min read

When to use those forfeitures?

In 2023, the Internal Revenue Service (IRS) released proposed regulations for how and when qualified defined contribution plans must use...

mark61504

Jul 121 min read

The Fortune 500 Class (of 1955)

Each year Fortune magazine publishes their Fortune 500. Of the 500 companies on the 2023 list, 49 have been on that list for the last 70...

mark61504

Jun 281 min read

How is America Doing?

According to Vanguard's "How America Saves", plan loans increased slightly in 2023. They went from 2.8% to 3.6%. 13% of plan...

mark61504

Mar 71 min read

Inherited IRA Headaches, when to take the RMD?

Were you fortunate enough to inherit someone's IRA? If so, there are a lot of questions to ask prior to figuring out the best path...