Retirement Did You Knows?
Online Retirement Planning Resources. Below are several valuable websites that may be beneficial for plan sponsors and...
Investment Advisory Roundtable Recap
Recently, we hosted a spirited roundtable meeting with a select group of advisors who specialize in retirement plans....
$7,500 Raised at Golf Fundraiser
It was a great day for those who attended the Bob Ziegler Golf Outing Fundraiser on August 25th. The event included a...
The SECURE Act Reminders
With so much discussion surrounding the CARES Act, it is easy to forget that 2019 brought us some of the most significant changes to retirement plan...
Cycle 3 Plan Document Restatements
Approximately every six years, the IRS requires that pre-approved qualified retirement plans update (or restate) their plan document to reflect...
Required Year-End Participant Notices
As the end of the year approaches, our to-do lists become longer but our bandwidth becomes condensed. To compound matters, when you sponsor a...
Upcoming Compliance Deadlines for Calendar-Year Plans
1st December 2020 Participant Notices – Annual notices due for safe harbor elections, Qualified Default Investment Alternatives (QDIA), and...
Cost of Living Adjustments for 2021
On October 26, 2020, the IRS announced the Cost of Living Adjustments affecting the dollar limitations for retirement plans. Contribution and...
The CARES ACT Update
2020 has been a difficult year with many unexpected challenges. For companies that sponsor retirement plans, some of these challenges came in the...
Understanding the CARES Act
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a massive relief bill for those suffering as a result...
IRS Issues Additional Pandemic Relief
On June 29, 2020, the IRS issued Notice 2020-52 in response to the COVID-19 pandemic providing welcome relief to plan sponsors who are considering...
Alliance has acquired Reed-Ramsey, Inc
Deerfield, IL. -- Alliance Pension Consultants, LLC (Alliance) has acquired Reed-Ramsey, Inc., a pioneer in the retirement plan industry that has...
Required Year-End Participant Notices
As the end of the year approaches, our to-do lists become longer but our bandwidth becomes condensed. To compound matters, when you sponsor a...
Upcoming Compliance Deadlines for Calendar-Year Plans
1st December 2020 Participant Notices – Annual notices due for safe harbor elections, Qualified Default Investment Alternatives (QDIA), and...
Cost of Living Adjustments for 2021
On October 26, 2020, the IRS announced the Cost of Living Adjustments affecting the dollar limitations for retirement plans. Contribution and...
The CARES ACT Update
2020 has been a difficult year with many unexpected challenges. For companies that sponsor retirement plans, some of these challenges came in the...
Understanding the CARES Act
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a massive relief bill for those suffering as a result...
IRS Issues Additional Pandemic Relief
On June 29, 2020, the IRS issued Notice 2020-52 in response to the COVID-19 pandemic providing welcome relief to plan sponsors who are considering...
Alliance has acquired Reed-Ramsey, Inc
Deerfield, IL. -- Alliance Pension Consultants, LLC (Alliance) has acquired Reed-Ramsey, Inc., a pioneer in the retirement plan industry that has...
Electronic Delivery Could Save Billions
On May 21, 2020, the U.S. Department of Labor and the Employee Benefits Security Administration (EBSA) announced the publication of a final rule...
CARES Act Frequently Asked Questions
Below are a few short Q & A topics that you may find relevant. These are intended to be a guide and should not be construed as specific advice...
How the SECURE Act is Changing Retirement
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE Act represents some of...