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Understanding the New 2025 Catch-Up Contribution Changes for Ages 60-63
Historically, the catch-up contribution provision has been key for employees over 50 as they accelerate their retirement savings.

Michelle Marsh
Nov 19, 2024


How New Substitute Mortality Tables Impact Defined Benefit Plans
Covid-19 prompted the IRS to update its rules on substitute mortality tables. Gain insight on what this mean for defined benefit plans.

Michelle Marsh
Aug 21, 2024


Crafting Your Summary Plan Description: A Beginner’s Guide
A Summary Plan Description is the key communication tool between a plan sponsor and the participants of ERISA-covered plans.

Michelle Marsh
Jul 24, 2024


Understanding 401(k) Hardship Withdrawals
401(k) hardship withdrawals are a penalty-free way for participants to pull funds from their retirement in an emergency.

Michelle Marsh
Jun 20, 2024


The Ultimate ERISA Overview for Employers
ERISAÂ is a federal law enacted in 1974. Its primary goal is to regulate private sector employee-sponsored retirement plans.

Michelle Marsh
May 21, 2024


LTPT Decoded: Plan Rules for Long-Term Part-Time Employees
Long-term part-time employees (LTPT) can present unique challenges for plan sponsors when it comes to their retirement plans.

Michelle Marsh
Feb 16, 2024
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