To Bundle or Not to Bundle: What’s Best for Your Business Is the Question?
5 Tactics to Increase Retirement Plan Participation
Whether to use bundled or unbundled service providers is an important decision for your retirement plan. A fully bundled arrangement provides an easy, one-stop-shop for services while unbundling separates functions and uses a third-party administrator (TPA), distinct from the recordkeeper. While there is no right or wrong answer to this question, weighing the advantages of Read More →
How COVID-19 May Affect Your Taxes
Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might not fully understand and appreciate the benefits (or the downside of not participating). Some could be concerned about “locking up” their money — and others might worry so much Read More →
With all that went on (or didn’t) in 2020, you may not have had time to consider the tax implications of the many things that COVID-19 changed. So when it comes time to file your tax return, you might have questions such as, “Do I need to report the stimulus checks that I received as Read More →