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2024 will be the Year of the PEPs

Record keepers are the biggest inhibitors to more extensive implentation of PEPs, or pooled employer plans.

Cerulli shawn obrienKelly michelCraig silversteinHead of paychex retirement services product strategyAmerican bar associationPooled employer plansShawno brienRetirement services product

Small businesses have issue with plan creation | Ary Rosenbaum - The Rosenbaum Law Firm P C

The small business part of the 401(k) business is a bit tough, a recent survey shows that. A survey from Capital Group found that main reasons for small businesses not.

Capital groupRosenbaum law firmAry rosenbaumPooled employer plans

Newly Released 2023 Form 5500s Reflect Significant Changes - Social Media

The Department of Labor ("DOL"), Internal Revenue Service ("IRS") and the Pension Benefit Guaranty Corporation ("PBGC") (collectively, "Agencies") recently released the 2023.

Department of laborInternal revenuePension benefit guarantyAnnual reportingFinal ruleAnnual informationFinal forms revisionsParticipant counting methodDefined contribution plansMultiple employer plansPooled employer plansNewly released 2023 form 5500s reflect significant changesBroadcasting filmTv amp radioSocial media

Newly Released 2023 Form 5500s Reflect Significant Changes | Groom Law Group, Chartered

The Department of Labor (“DOL”), Internal Revenue Service (“IRS”) and the Pension Benefit Guaranty Corporation (“PBGC”) (collectively, “Agencies”) recently released the 2023 Form 5500s.

Revenue servicePension benefit guaranty corporationDepartment of laborGroom law groupInternal revenue serviceAnnual reportingFinal ruleAnnual informationFinal forms revisionsParticipant counting methodDefined contribution plansMultiple employer plansPooled employer plans

Small businesses take note: Offering a retirement plan can help attract and retain top talent (And yes, you can afford it )

(BPT) - Small businesses are a rapidly growing sector of the U.S. economy, responsible for all of the net job growth in the U.S. since the onset of the COVID-19

Andrew schreinerFidelity investmentBusiness retirement indexPooled employer plansBusiness administration office

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