SECURE 2.0 Act Takes Retirement Savings to the Next Levelhttps://www.usicg.com/publications/insights-articles/compliance-legal/secure-2.0-takes-retirement-savings-to-the-next-level/12/20/2021 11:55:24 PM
Understand how the many new requirements and enhancements affect your organization and plan participants.
Trending: Pension Plan De-risking Strategieshttps://www.usicg.com/publications/insights-articles/defined-benefit-pension/trending-pension-plan-derisking-strategies/12/20/2021 11:55:24 PM
Through continued volatility of global capital markets this year, we have had in-depth discussions with our defined benefit pension plan clients regarding their current funded statuses and managing
The Search for Missing Participants Continues: DOL Guidelines and Best Practiceshttps://www.usicg.com/publications/insights-articles/compliance-legal/the-search-for-missing-participants-continues-dol-guidelines-and-best-practices/12/20/2021 11:55:24 PM
The search for missing participants continues with the DOL's approach to the fiduciary duty of searching for missing plan participants.
Is It Time to Restate Your Defined Benefit Pension Plan?https://www.usicg.com/publications/insights-articles/defined-benefit-pension/is-it-time-to-restate-your-defined-benefit-pension-plan/12/20/2021 11:55:24 PM
If you sponsor a frozen defined benefit pension plan, a mostly “vanilla” individually designed pension plan, you will want to think about restating.
Reduce Costs and Increase Competitiveness With Retirement Plan Designhttps://www.usicg.com/publications/insights-articles/defined-benefit-pension/reduce-costs-and-increase-competitiveness-with-retirement-plan-design/12/20/2021 11:55:24 PM
Review your retirement program to ensure it aligns with your organization’s culture and objectives, is market-competitive and reduces employee benefit costs long-term.
Wrap Your Retirement Plan Into a Bundled Services Programhttps://www.usicg.com/publications/insights-articles/defined-contribution-401k/wrap-your-retirement-plan-into-a-bundled-services-program/12/20/2021 11:55:24 PM
Consider moving to a bundled solution, where all the plan’s essential services are performed by one provider. Consolidating retirement plan services with a single provider can save money, improve
Retirement Plan Outlook: What You Should Know for 2023https://www.usicg.com/publications/insights-articles/compliance-legal/retirement-plan-outlook-what-you-should-know-for-2023/12/20/2021 11:55:24 PM
Kick off the new year by marking your calendar with these key upcoming compliance requirements and deadlines that pertain to single-employer tax-qualified retirement plans.
Schedule an Annual Target Date Fund Review ASAPhttps://www.usicg.com/publications/insights-articles/investments/schedule-an-annual-target-date-fund-review-asap/12/20/2021 11:55:24 PM
Target date funds (TDFs) are the fastest growing and largest asset class. Reap the benefits of a regular TDF review for your organization's retirement plan - including mitigating fiduciary risk,
Window of Savings Opportunities with Backdoor Roth IRAshttps://www.usicg.com/publications/insights-articles/defined-contribution-401k/window-of-savings-opportunities-with-backdoor-roth-iras/12/20/2021 11:55:24 PM
What is a mega backdoor Roth IRA? What is the limit to a backdoor Roth IRA? Is it worth it? Can I do a backdoor Roth every year?
An Employer’s Guide to Annual Retirement Plan Compliance Requirementshttps://www.usicg.com/publications/insights-articles/compliance-legal/an-employers-guide-to-annual-retirement-plan-compliance-requirements/12/20/2021 11:55:24 PM
Do you have a retirement plan compliance checklist? If you don’t think your organization needs one this year, think again. Legislative and regulatory changes, as well as organizational changes, can