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KerberRose Named to List of Nation’s Top DC Advisor Teams
KerberRose has been named to the National Association of Plan Advisor’s (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of $100 Million.
What’s the Magic Number When it Comes to Record Retention?
You don’t need to be a magician to know what records to keep and for how long. While most providers can supply reports and plan documents, the plan administrator remains ultimately responsible for retaining adequate records that support the plan document reports and filings.
Ten Things to Know About Your Employer’s Retirement Plan
Ten Things to Know About Your Employer’s Retirement Plan
The Auditors Are Coming — Are You Ready?
No one wants to be caught flat-footed when the auditors come calling. With a new standard issued by the American Institute of Certified Public Accountants (AICPA), both auditors and plan sponsors will be subject to new responsibilities.
Financial Wellness Needs a Long and Short Game to Work for Both Participants and Organizations
In the retirement plan industry, all too often we tend to conflate financial wellness with retirement readiness — whether this means confidence in obtaining retirement goals or being on track to reach post-employment financial targets. However, this limited view may fail to paint a complete picture for many participants.
When Does a Participant Loan Become a Deemed Distribution?
A recent IRS Issue Snapshot (link below) affirms a participant loan is a legally enforceable agreement and terms of the loan agreement must comply with Internal Revenue Code (IRC Section 72(p)(2) and Treasury Regulation Section 1.72(p)-1).
When It Comes to Planning for Retirement, Participants Want to Hit the Easy Button
Nearly three-fourths of participants under 30 think employers should provide access to financial professionals and coaching to help them. Even more telling, 62% wish they could push an “easy button” and completely turn over retirement planning to someone else. This figure is up from 55% in 2016.
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