Is your clients’ retirement plan as healthy as it could be—both for compliance and participant outcomes? Discover our SIMPLE approach with practical tips every financial advisor can use to strengthen plan performance and deliver better results.
Unlock stress-free compliance for your clients: with My Benefits’ secure payroll integration, census data flows directly from their payroll system to our specialists—no chasing files, no risky transfers.
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Is your clients’ retirement plan as healthy as it could be—both for compliance and participant outcomes? Discover our SIMPLE approach with practical tips every financial advisor can use to strengthen plan performance and deliver better results.
Navigating retirement plan rules can be tricky—are your clients truly inclusive and compliant? Discover how simple coverage testing can transform your approach and protect your clients’ future.
Are you certain your clients’ Form 5500 filings are error-free? Discover the top mistakes financial advisors can help plan sponsors avoid—and ensure flawless compliance—with our essential guide!
Every company’s retirement plan should be tailored to its unique priorities by customizing features like eligibility, contributions, vesting, and distributions. Understanding these key 401(k) components helps businesses design flexible, compliant plans that meet both organizational goals and employee needs.
Do you know the ins and outs of compliance testing? Discover how ADP and ACP testing could be the key to unlocking fairness and avoiding costly penalties in your business owner client’s 401(k).
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Mary Beth’s Corner Start 2025 off on the right foot! Here’s a rundown of some compliance and testing dates and deadlines to keep in mind for 2025: Nondiscrimination Testing Dates – ADP/ACP Testing Dates ADP (Actual Deferral Percentage) and ACP (Actual Contribution Percentage) tests are IRS nondiscrimination tests that ensure
With 2025 approaching, there are many key changes happening due to SECURE 2.0. Read more to stay ahead of the game!
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