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Extension on Catch-Up Contribution Requirement Comes as Relief to Plan Sponsors

The IRS announced last week that plan sponsors have an additional two years to implement the mandatory Roth catch-up provision outlined in SECURE 2.0. ....

United States , Cedar Rapids , Kristi Baker , Diann Howland , Dave Gray , Valerie Burns , Carl Gagnon , Department Of The Treasury , Csi Advisory Services , Revenue Service , American Benefits Council , Fidelity Investments , Motion Solutions Inc , Industry Committee , Hub International , Internal Revenue Service , Advisory Services , Rich Linton ,

PSNC 2023: Unique Issues for 403(b) Plan Sponsors

Experts at the PLANSPONSOR National Conference addressed the ebb and flow of employer efforts to align in-plan investments with organizational values. ....

United States , Kellie Desrosiers , Kristi Baker , National Conference , Csi Advisory Services , Hub International , Advisory Services ,

Employers Find Persistence, Relevance Help Them Connect With Workers

Plan sponsors must message to more workers, on additional channels, in greater detail than ever before when trying to share benefit information. ....

United States , Vidhi Sanders , Laura Stroud , Lynn Hearst , Kristi Baker , Christina Schell , Josh Jessup , Delta Air Lines , Capital Groupi Can , Capital Group , Csi Advisory Services , Capital Group Sanders , Arvest Bank , Hub International , Gay Lynn Hearst , Air Lines , Advisory Services , Communication Best Practices , Voya Financial , Baby Boomers ,

Has Vesting Gotten Controversial?

Education and communication are key to getting plan sponsors and participants on the same page. ....

Rhode Island , United States , Jim Sampson , Kristi Baker , Eric Droblyen , Joe Debello , Hilb Group Retirement Services In Cranston , Csi Advisory Services , Onedigital Retirement , Employee Fiduciary , Advisory Services , Hilb Group Retirement Services ,

HUB International Acquires CSi Advisory Services

Hub Retirement and Wealth Advisory Services adds $1.1 billion in AUM with latest acquisition in Indiana. ....

United States , Joe Denoyior , Kristi Baker , Kelli Davis , Wise Rhino Group Managing Partner Peter Campagna , Wise Rhino Group , Compensation Systems Inc , Csi Advisory Services , Hub International , Advisory Services , Compensation Systems , Managing Partner Kristi Baker , Vice President , Retirement Plan Consulting Kelli Davis , Hub Retirement , Private Wealth , Private Wealth President Joe Denoyior , Wise Rhino Group Managing Partner Peter ,