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.
Beneficiary Designations
No beneficiary designation. Who gets the money? [...]
2023 Compliance Calendar
The 2023 Compliance Calendar is now available for download. [...]
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) [...]
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. [...]
Quarterly Insight
Legislative News and Updates, Important Deadlines, Participant News, Alliant Retirement Consulting - In The News, [...]