This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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Key amendment and restatement deadlines are approaching for many retirement plans. Reviewing your Plan now can help prevent a last-minute rush! Now is a good time to confirm that your Plan document, Plan operations, and current objectives remain aligned. Your service providers can guide you through the amendment and restatement
Make retirement saving easier with automatic plan features Mid-career employees have a lot on their plates. They’re juggling families, careers, mortgages, and caregiving. As financial demands multiply, immediate obligations often take precedence, while future saving goals, like retirement, may get deferred. Three out of four Millennials and half of Gen
Summit helps an employer reduce administrative complexity, enhance employee benefits, and achieve significant long-term savings.
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