Blog
NATIONAL RETIREMENT SECURITY MONTH – OCTOBER 2023
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 & [...]
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 [...]
2023 HOLIDAY CLOSURES
Monday, January 2nd (New Years Day Observed) Friday, April 14th (Good Friday) closure at 2:00 Monday, May 29th (Memorial Day) Monday, June 19th (Juneteenth National Independence Day) Monday & Tuesday, July 4- 5th (Independence 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 [...]