Super Catch-Up Contributions: What Retirement Plan Sponsors Need to Know for 2025
Additional “Super” Catch-Up Contributions in 2025 What Are Super Catch-Up Contributions? As part of the SECURE...
Lock, Stock, and….401(k) Plan? The Type of Acquisition Matters!
Why the Seller’s 401(k) Plan Matters in a Business Acquisition In the long list of considerations when buying...
What Employers Need to Know About Retirement Plan Updates in 2025
For retirement plan sponsors, the next few years will bring important updates to plan documents. Several IRS-required...
Are You Caught Up on the 2026 Roth Catch-Up Rule?
Are You Caught Up on Catch-up? There are a number of noteworthy changes rolling out as part of SECURE 2.0. Several...
A Strategic Look at ESOP Distribution Planning
Illustrative Models for Distribution Policies As ESOPs mature, developing a thoughtful distribution policy becomes...
Make the Most of Employee Ownership Month—Start Planning Now
Why Now Is the Time to Plan for Employee Ownership Month October is Employee Ownership Month! This nationwide...
ESOP Valuation Rules: 50 Years in the Making, and Still Uncertain
The Long Road to ESOP Valuation Rules At the core of every ESOP transaction and ongoing ESOP administration is...
Electronic Filing for Forms 5558 and 5330
Electronic filing is now available for Forms 5558 and 5330 There's good news for retirement plan sponsors and...
Re-Energizing ESOP Engagement Through Games and Connection
Re-Energizing ESOP Engagement at Carris Reels As one of the nation’s leading champions of employee ownership,...
