Retirement Plan Executive Joins PRI and GPS
San Diego, CA – The Pension Resource Institute, LLC (PRI), a retirement plan compliance, technology, and consulting firm, has added Annie Messer as President, Member Relations, effective March 13, 2023.
Startup Credits – Actual Text of SECURE 2.0’s Pension Plan Startup Cost Tax Credits, with Analysis and FAQs
This Easy Reading Guide to the Startup Tax Credits under SECURE 2.0 contains a “back of the napkin” summary for financial professionals, an executive summary, a flowchart describing how to calculate eligibility for the credit, updated text of IRC Section 45E, and more.
A Quick Reference to the SECURE 2.0 Act of 2022
SECURE 2.0, a major piece of retirement legislation, was signed into law on December 29, 2022. It includes a number of provisions affecting employers and individual retirement investors – some of which are optional and many that are mandatory. Read our “Quick Reference Guide” for more information.
GPS Launches its First PEP
Independent operational fiduciary Group Plan Systems, LLC has signed an agreement with JULY Business Services to serve as recordkeeper and third-party administrator to a Pooled Employer Plan (PEP) for which GPS will serve as the Pooled Plan Provider (PPP).
Bitcoin for Fiduciaries – Part 2
As the market action makes us wonder if Crypto Winter is Coming, now may be a good time to check out “Bitcoin for Fiduciaries,” my last two columns for Journal of Pension Benefits.
Bitcoin for Fiduciaries – Part 1
As the market action makes us wonder if Crypto Winter is Coming, now may be a good time to check out “Bitcoin for Fiduciaries,” my last two columns for Journal of Pension Benefits.
A Rumor of the Death of GoPs
The retirement industry got two new plan types via the SECURE Act—pooled employer plans (PEPs) and “groups of plans” (GoPs). But proposed regulations issued on Sept. 14 might effectively kill the GoP provision as a useful product tool.
The Progress and Future of PEP Construction and Regulation
The pandemic has delayed construction of pooled employer plans (PEPs) by at least a few months, but the building continues, as do the efforts of the Executive branch to publish anticipated guidance about…
GETTING OUT, PART 1
A criticism of multiple
employer plans (MEPs) in
years gone by was that they
were like Hotel California—
you could check out, but you
could never leave. For the most…