Safe harbor IRA blog posts


Mar
16
2015

Why Dump Mandatory Distributions in a Landfill When You Can Recycle?

Mandatory distributions of small 401(k) accounts when participants separate from service provide many benefits for plan sponsors, including lower administrative costs and higher average account balances.

Dec
16
2014

5 Retirement Plan Resolutions For 2015

New Year's resolutions are not just for dieters and exercisers. The start of a new year is an ideal time for retirement plan sponsor to assess the effectiveness of their plan. Virtually all plan sponsors have areas that are ripe for improvement. Here are five resolutions to make and keep in 2015 to ensure you have a smoothly-running, cost-effective plan than succeeds at preparing employees for retirement.

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