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Retirement Plan Review: from Participation Rates to SECURE 2.0

Retirement Plan Review: from Participation Rates to SECURE 2.0

by Elizabeth Peichel | Oct 7, 2024 | PK Retirement Posts, Uncategorized

Gain actionable insights for optimizing efficiency and compliance through strategic plan analysis.  Your plan’s current participation rate One piece of the plan health puzzle is your current 401(k)’s participation rate as it is a key signal of the retirement...
Innovative 401(k) Strategies and Updates

Innovative 401(k) Strategies and Updates

by Elizabeth Peichel | Sep 23, 2024 | PK Retirement Posts, Uncategorized

Enhance your workplace retirement plan with these three important industry features. We are excited to share the Q3 Newsletter, focused on innovative strategies for plan sponsors and workplace retirement plans. Download the newsletter to learn how you can elevate your...
SECURE 2.0 Update: Looking Ahead

SECURE 2.0 Update: Looking Ahead

by Elizabeth Peichel | Sep 16, 2024 | PK Retirement Posts, Uncategorized

Looking ahead to next year’s provisions and adapting your retirement plan accordingly. Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon. For plan sponsors, preparation is the key. Starting early allows for a thorough...
Guide to Crafting an Effective and Competitive 401(k) Plan

Guide to Crafting an Effective and Competitive 401(k) Plan

by Elizabeth Peichel | Sep 6, 2024 | PK Retirement Posts, Uncategorized

Ready to elevate your 401(k) strategy?  Discover strategies that can take your 401(k) plan beyond a financial obligation to become a catalyst for fostering a motivated, loyal team. Consider implementing features like auto-enrollment and auto-escalation to improve...
Q4 Compliance Reminders for Your Company’s 401(k) Plan

Q4 Compliance Reminders for Your Company’s 401(k) Plan

by Katy Berkhout | Aug 12, 2024 | PK Retirement Posts, Uncategorized

As we approach the end of 2024, there are plenty of important deadlines to be mindful of. Staying on top of these deadlines contributes to the ongoing compliance of your plan and provides a seamless experience for your employees.   New SECURE Act 2.0 | Long-term...
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