Retirement Plan Management

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Employer Services

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2.76 billion
AUA/AUM
1:7
Professional to Client Ratio
96.4%
Client Retention

As of Q2 2016

Blog

 

Best Practices From Our Experts

Jul
21
2016
Robert McCracken Quoted in PLANSPONSOR

by in Company News, Participant

Robert McCracken, CFP®, Consultant, Investment Services, was recently quoted in PLANSPONSOR’s article “Fear Factor – Standing up to the possibility of employee pushback”. Rob discusses the concerns employers have about auto-enrollment and employees’ actual perception of it.Read More

Jul
20
2016
IRS Makes Prompt Correction of Elective Deferral Errors Less Expensive

by in ERISA, Regulatory Updates

As anyone who deals with the administration of qualified retirement plans knows, mistakes happen.  This is a fact that the IRS is well aware of, and the last thing that the Service wants to do is harm participants by disqualifying their company’s retirement plan.  For this reason, the IRS has established the Employee Plans Compliance […]Read More

Jul
14
2016
Quick Compensation Primer – The Basics

by in ERISA

Compensation errors are one of the most common plan administration related errors that the Department of Labor (DOL) and the Internal Revenue Service (IRS) find when auditing qualified retirement plans. One of the best ways to avoid compensation errors is to first truly understand what your plan’s definition of compensation actually provides. Understanding the basics […]Read More