Collective Investment Trust — What Plan Sponsors Need to Know
Collective investment trusts (CITs) comprise nearly half of all assets in target date funds and are on track to surpass mutual funds as the...
Read moreCollective investment trusts (CITs) comprise nearly half of all assets in target date funds and are on track to surpass mutual funds as the...
Read moreWritten byNiki L. Stehlik, CPADirector, Assurance January 23, 2023 — President Biden signed the Setting Every Community Up for...
Read moreBy Niki Stehlik,Manager In June 2022, the IRS began sending notices to retirement plan sponsors for examination of their employee retirement...
Read moreThe Department of Labor (DOL) outlined a range of practices for combatting the growing threat of cybercrime to...
Read moreSAVER’S CREDIT: A VALUABLE TOOL FOR BOOSTING LOW-INCOME EMPLOYEES’ RETIREMENT PLAN PARTICIPATIONBy Ellyn Bess and Beth Garner Plan sponsors...
Read moreBy: Niki Stehlik, CPA The one-participant 401(k) plan, sometimes referred to as a Solo-401(k), Solo-k, Uni-k, or One-participant-k, is not a...
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