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Many American workers participate in company retirement plans, methodically contributing to their accounts over time to fund for life after work. Beyond benefiting from employer-funded plans, retirees commonly draw from additional savings tucked away in IRAs or after-tax savings accounts as well. Add Social Security payments to the mix and it should be a recipe for a secure retirement, right?
Being a plan sponsor comes with a good bit of responsibility. You’ve taken the important step of hiring a third-party administration firm to help you navigate the myriad of processes that are required to keep your plan in compliance with applicable regulations. Below are a few helpful hints to keep your plan in compliance, avoid unnecessary corrections, and help to better serve your participants.
Please contact us if you have questions about any of the topics covered in the newsletter or if you need assistance with plan administration.
Ellen E. Miller
Retirement Planning November - December 2015
Retirement Planning January - February 2016
Retirement Planning March - April 2016
Retirement Planning May - June 2016
Retirement Planning Fall 2016
Retirement Planning Winter 2017
Retirement Planning Spring 2017
Retirement Planning Summer 2017
Retirement Planning Fall 2017
Retirement Planning Winter 2018
Retirement Planning Spring 2018