It’s hard to believe, but sometimes, there are uncashed 401(k) distribution checks – and for plan sponsors, this can be a real headache. Every year, participants move on, leave jobs and then disappear. And when the 401(k) distribution checks are sent, they simply go...
Plan sponsors might know about many provisions in the SECURE 2.0 Act surrounding Roth 401(k)s. But there are a few provisions to make sure you are up on – and soon – heading into the new year. One provision that is complex – and requires attention – has to do with...
If you’ve been looking for lost retirement funds, there could be help on the way, with a proposed law on the horizon. U.S. Reps. Ron Estes (R-Kansas) and Seth Magaziner (D-Rhode Island) introduced the Unclaimed Retirement Rescue Plan recently, which would direct the...
Recently, President Donald Trump issued an executive order calling for the review of alternative assets in 401(k) plans. This executive order has the potential to change how alternative assets are treated in defined contribution retirement plans and has the Department...
Over the next few years, there will be a growing opportunity for wealth advisors: The small or “micro” 401(k) plan market. What is a small or micro 401(k) plan market? It’s simply plans with less than $5 million in assets. This segment represents the largest area of...
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