Department of Labor to Investigate 401(k) and 403(b) Plans Blog PostRetirement Plan Sponsors 2026-05-19 Department of Labor to Investigate 401(k) and 403(b) Plans The U.S. Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) has identified participant-directed plans… Prime Capital Love0
Retirement Plans Must be Amended This Year Blog PostRetirement Plan Sponsors 2026-05-19 Retirement Plans Must be Amended This Year Plan sponsors of most private-sector qualified retirement plans are facing a critical compliance deadline: December… Prime Capital Love0
Reflecting on 2025: A Burden on Plan Sponsors Blog PostRetirement Plan Sponsors 2026-05-19 Reflecting on 2025: A Burden on Plan Sponsors The most significant event for sponsors of retirement plans is the Supreme Court’s decision in… Prime Capital Love0
Executive Deferred Compensation Options: Unlocking the Power of a Section 162 Program Blog PostRetirement Plan SponsorsRetirement Planning 2025-10-29 Executive Deferred Compensation Options: Unlocking the Power of a Section 162 Program Designing meaningful retirement and incentive benefits for senior executives has become more complicated than ever. Prime Capital Love0
Pension Risk Transfers – How to get out of from under your defined benefit plan financial liabilities once and for all. Blog PostRetirement Plan SponsorsRetirement Planning 2025-10-02 Pension Risk Transfers – How to get out of from under your defined benefit plan financial liabilities once and for all. Defined benefit pension plans are great programs to help your employees create a guaranteed income… Prime Capital Love0
Why 401(k) Sponsors Must Prioritize Cybersecurity Firm NewsRetirement Plan Sponsors 2025-10-01 Why 401(k) Sponsors Must Prioritize Cybersecurity It’s no longer a question of if a retirement plan will be targeted by cybercriminals,… Prime Capital Love0
Plan Sponsors Move Forward (Slowly) With SECURE 2.0 Provisions Firm NewsRetirement Plan SponsorsRetirement Planning 2025-02-06 Plan Sponsors Move Forward (Slowly) With SECURE 2.0 Provisions While catch-up contributions and cash-out thresholds have been adopted widely, take-up is more ponderous for… Prime Capital Love0
Keeping Up With SECURE 2.0 Changes Firm NewsRetirement Plan SponsorsRetirement Planning 2025-02-06 Keeping Up With SECURE 2.0 Changes Jania Stout, newly minted president of Prime Capital Retirement & Wellness, answers three probing questions… Prime Capital Love0
401(k) Real Chat: Jania Stout Firm NewsRetirement Plan Sponsors 2024-12-12 401(k) Real Chat: Jania Stout Jania Stout, newly minted president of Prime Capital Retirement & Wellness, answers three probing questions… Prime Capital Love0