401(k) Retirement Plans
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Conrad Siegel’s Tara Mashack-Behney Named 2024 Top Retirement Plan Advisers
Tara Mashack-Behney, CFP®, ChFC®, President of Investment Advisory Services at Conrad Siegel has been named to the 2024 PLANADVISER Top Retirement Plan Advisers list. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or…
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How to switch from a SIMPLE IRA to a Safe Harbor 401(k) | SECURE 2.0 Made it Easier
Small businesses with a SIMPLE (Savings Incentive Match Plan for Employees) IRA may want to switch to a Safe Harbor 401(k) due to the higher contribution opportunities and flexible plan design options. Fortunately, the passage of the Secure 2.0 Act of 2022 has made it easier for employers to make this switch. SIMPLE IRA vs.…
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Pooled Employer Plans (PEPs) vs. SIMPLE IRA
There are now many different retirement plan options for employers. It is becoming more common to see Pooled Employer Plans (PEPs) and SIMPLE IRAs evaluated against one another. Both types of plans can be good options for the right situation. We take a look at the differences between the two plans here: PEP SIMPLE IRA…
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2023 Retirement Plan Litigation Highlights
Employers across the country sponsor more than 625,000 401(k) plans. These plans provide millions of Americans with access to build equity and wealth in preparation for retirement. Due to a lack of oversight and poor practices, the first lawsuits targeted 401(k) plans about 15 years ago.
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Retirement Plan Investment Menu | Taking a Look Into the Industry Average
We are often asked how a plan’s investment menu compares to the industry average. In this article, we have highlighted a few aspects of the menu that we believe are not only interesting but important considerations for a fiduciary.
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Education & Financial Wellness – Roles in a retirement plan
There are many factors that come into play for plan sponsors when designing and maintaining a successful retirement plan for your employees. Things like oversight, plan design, provider coordination, payroll processing, and continuous decision making – the list goes on and on.
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Should local small businesses have a retirement plan?
Some (maybe most) small businesses have started to consider offering higher wages but what other benefits should be offered? What about a retirement plan? A retirement plan may seem like a standard benefit but these plans have been out of reach for most small businesses for a long time.
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Can local small businesses offer a retirement plan? New tax credits could make a big difference
Retirement plans can provide employers with an essential tool for recruiting and retaining their workforce. Yet, many small employers struggle with the costs of establishing and the complexities of maintaining a retirement plan. With the passage of the Secure 2.0 Act of 2022, small employers have increased tax credits available to cover the startup costs…
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401(k) Plan Costs Continue to Decline
Great news for plan participants and plan sponsors! According to the latest annual edition of the “401k Averages Book”, total costs for 401(k) plans declined an average of 3 basis points in 2022.
