Read About - Is Your Plan Effective in Retirement Planning for Employees?August 2, 2022
At a Glance
Main Takeaway
As a plan sponsor, ensuring your company's retirement plan is effective for employees is essential
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Read About - CalSavers Program Deadline ApproachingApril 27, 2022
At a Glance
Main Takeaway
CalSavers deadline is June 30, 2022
Next Step
Register for CalSavers at www.calsavers.com
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Read About - Cycle 3 Restatement July 31 Deadline: What You Need to KnowApril 27, 2022
At a Glance
Main Takeaway
The Internal Revenue Service (IRS) requires companies to restate their qualified retirement plans every six years
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Read About - SECURE Act 2.0 Clears House for Retirement Savings Plan ChangesApril 8, 2022
At a Glance
Main Takeaway
Understand the ramifications of the proposed SECURE Act 2.0
Next Step
Partner with Windes Employee Benefit Services (EBS) to ensure your employee benefit plans are cost-effective and support your business objectives as rules change
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Read About - Is Your Retirement Plan at Risk of a DOL Investigation?March 15, 2022
Implementing a competitive employee benefits package is vital to attracting and retaining top talent for your organization
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Read About - CalSavers to Impose Penalties for Non-compliant EmployersJanuary 14, 2022
Beginning in January 2022 the CalSavers Retirement Savings Board will impose penalties on employers who have no other retirement program in place, have more than 100 workers, and have not registered for the CalSavers program
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Read About - The Importance of Beneficiary Designation FormsDecember 8, 2021
The beneficiary designation form is an estate planning tool that ensures assets are passed to the correct person(s) or organization(s) after a person’s death
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Read About - 2022 Cost of Living Adjustments for Retirement PlansDecember 8, 2021
The IRS has announced cost of living adjustments (COLA) applicable to qualified retirement plans for 2022. Following is an updated summary of those adjustments
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Read About - WEBINAR | Five Do’s and Don’ts for Retirement Plan FiduciariesNovember 5, 2021
https://windes.wistia.com/medias/izl99qhu3h?embedType=async&videoFoam=true&videoWidth=640 In this informative webinar, retirement plan fiduciaries get a contemporary look at five important plan do’s and don’ts to be aware of. Rick Unser, Workplace Retirement Plan Consultant with Lockton Retirement Services, host of the 401(k) Fridays podcast and a Forbes contributor, provides his unique perspective on topics spanning…
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