Blog
2023 RETIREMENT PLAN LIMITS
The federal government has released the 2023 dollar limits that apply to qualified retirement plans. Download our 2023 Plan Limit document to compare these new limits with 2022. If you have any questions, please contact [...]
NATIONAL RETIREMENT SECURITY MONTH – OCTOBER 2022
Save the date for National Retirement Security Month: Coming in October!. A great opportunity to increase awareness about the importance of saving for retirement! Stay tuned for campaign materials and more information from Randall & [...]
2022 HOLIDAY CLOSURES
Friday, April 15th (Good Friday) closure at 2:00 Monday, May 30th (Memorial Day) Monday, June 20th (Juneteenth National Independence Day observed) Monday, July 4th (Independence Day) Monday, September 5th (Labor Day) Wednesday, November 23rd (day [...]
EASTER CLOSURE
Friday, April 10th our offices will be closing at 2pm. The markets will be closed–no trades will be processed. Enjoy the Easter weekend!
SECURE ACT
We have summarized the main provisions of the SECURE Act. Download this summary for your reference. You are always welcome to contact you Plan Consultant with questions.
WHAT IS A SAFE HARBOR 401(K)?
A Safe Harbor 401(k) plan generally satisfies the non-discrimination requirements for elective deferrals and employer matching contributions as long as a few rules are satisfied. For a 401(k) Plan to be considered a Safe Harbor [...]