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...
Blue Ridge Acquires Qualified Retirement Plan Services
Blue Ridge Associates acquires Qualified Retirement Plans Services (QRPS), a leading provider of administration...
The Secure Act 2.0 Update
Default Provisions and Employer Considerations As we’ve previously mentioned, the Secure Act 2.0 introduced...
Determining 401(k) Eligibility and Timely Enrollment
Key Responsibilities for Employers One of the most critical responsibilities of a 401(k) plan sponsor is determining...
IRS/DOL Corner – December 2024
On November 1, 2024, the IRS announced cost of living adjustments affecting qualified retirement plans for 2025. Selected...
The Impact of 401(k) Plan Design on Company Culture
An employee ownership mentor taught me years ago to build with the end in mind. This is an important concept for...
