Author Archives: Stephanie Krimmel
No beneficiary designation. Who gets the money?
Secure 2.0 Act of 2022, Important Deadlines, Dollar Cost Averaging (DCA), and more.
The 2023 Compliance Calendar is now available for download.
What you need to know for your retirement plan. SECURE 2.0 is follow-up legislation to the SECURE Act of 2019 (Setting Every Community Up for Retirement Enhancement Act of 2019.) It expands upon and clarifies several items in the prior legislation. It will have a large impact on qualified retirement plans such as 401(k)s. It […]
This pdf guide provides information about 401(k) plans for plan sponsors. Table of Contents: 401(k) Plan Provisions Plan Audit Non-Discrimination Testing Plan Sponsor Filing Requirements Summary Plan Description Glossary of Terms For informational purposes only. Not intended as legal or tax advice. Advisory Services are offered through Alliant Retirement Consulting, a federally Registered Investment Advisor.