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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...
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...

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