GETTING OUT, PART 1

GETTING OUT, PART 1

Getting out of a MEP or PEP is generally easy, but there are pitfalls to watch out for. by PETE SWISHER | Spring 2021 Editor’s Note: This is the first of a two-part series on best practices in getting out of a MEP, PEP or PEO. Part 2, on exiting a PEO, will appear in...
2021 PLANNING FOR THE SECURE ACT

2021 PLANNING FOR THE SECURE ACT

THIS HAS BEEN A CHAOTIC YEAR. BUT IN CHAOS THERE IS OPPORTUNITY— AND THE NEED TO REDEFINE RETIREMENT STRATEGY IS NOW.  by PETE SWISHER  NO ONE REALLY EXPECTED THE SECURE ACT TO PASS IN 2019. And no one expected that, if it passed at the end of 2019, the deadlines...