We recommend plan sponsors always keep an up-to-date permanent listing of missing participants as part of their retirement plan record. Learn More >
Strategies to consider to avoid lost participants in your plan. Learn More >
A major frustration in plan administration is locating employees who have left the employer and have not provided a forwarding address for the processing of any benefits due to them from the plan. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
View the Employee Benefit Indexed Limitations for the 2025 plan year.
As we continue to evaluate the optional provisions of the SECURE 2.0 Act, we were interested in learning more about what provisions plan sponsors are interested in adopting.
Teresa B. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Allison C. recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).