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Retirement Planning Services

Sierra Betterley

Meet the Experts – Stan Fogle

Meet Stan Fogle, our newest Senior Plan Analyst from Michigan. Stan joins us with over 20 years experience in the pension industry! Now if he could just find his golf ball…

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pandemic relief
Nathan Carlson

August 31st Notice Deadline Additional Pandemic Relief

On June 29, 2020, the IRS issued Notice 2020-52 in response to the COVID-19 pandemic providing welcome relief, however, plan sponsors must act quickly to take advantage of the relief by adopting the appropriate amendments and issuing participant notices by August 31, 2020.

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About This Blog

This blog is dedicated to providing relevant, critical and timely information about retirement plans and ERISA changes. We provide information you need to help you stay compliant, up-to-date with the retirement industry, and ways to maximize your plan’s design. The retirement planning industry is constantly changing, in this blog we will keep you ahead of the change, and aware of the impact it might have on your business. 

Read this blog if you are a:

  • Financial advisor
  • Plan sponsor
  • Business owner or administrator
  • Service provider
  • Involved in the retirement plan industry
  • Interested in the retirement plan industry