Employers express various concerns when they consider establishing an Employee Stock Ownership Plan (ESOP). Learn More >
The Internal Revenue Service made it clear that the right to be invested in employer stock is not a protected benefit. Learn More >
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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).