Plan Sponsors

Bookmark this page and check back regularly to stay on top of the critical information you need about your employer-sponsored retirement plan and fiduciary responsibilities.

Alliant Retirement Insights
2024 Compliance Calendar

The 2024 Compliance Calendar is now available for download.

Beneficiary Designations

No beneficiary designation. Who gets the money?

SECURE Act 2.0

What you need to know for your retirement plan. SECURE 2.0 is follow-up legislation to [...]

A Plan Sponsor’s Guide to Retirement Plans

This pdf guide provides information about 401(k) plans for plan sponsors. Table of Contents: 401(k) [...]

Legislative News and Updates
Quarterly Insights

Legislative News and Updates - Effective for plan years beginning on or after January 1, [...]

Quarterly Insights

Secure 2.0 – What you can do now in preparation for the upcoming changes, Catch-up [...]

Quarterly Insight

NAPA Top DC Advisor Multi-Office Firms, DC Plan Lawsuit Landscape, Retirement Preparedness, and more.

Quarterly Insight

Secure 2.0 Act of 2022, Important Deadlines, Dollar Cost Averaging (DCA), and more.