How To Set Up a Trump Account Blog PostRetirement Plan Sponsors 2026-07-17 How To Set Up a Trump Account Authored by Fred Reish Our first article in this series, Key Takeaways About Trump Accounts,… Prime Capital Love0
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