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Q2 2023 Plan Sponsor Newsletter

Mon, Jun 26th 2023 01:00 pm

In This Issue We Will Cover:

One For the Ages: Welcome to the Automatic Age, Breaking Down the Grandfather Clause, Embracing The Numbers, and Plan Design Feature Comparison

Mistakes Happen: A Blueprint For Fixing Mistakes and a 401(k) Fix-it Guide, Common Mistakes Covered by the Guide, Click, Print, and Keep Handy the IRS 401(k) plan checklist, SECURE Act 2.0 new rules, and Web Resources for Plan Sponsors

Plan Sponsor Questions and Answers

Plan Sponsors Quarterly Calendar for July, August, and September