News & Analysis as of

Employee Benefits › Small Business › 401k

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Why TPAs Shouldn’t Ignore SEP-IRAs—But Also Shouldn’t Stop There

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs, you’re missing the plot. But if you’re only talking about SEP-IRAs, you’re missing the opportunity....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Don’t Count on PEPs to Deliver Big for Amazon’s DSPs

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Vestwell made headlines today by announcing a new partnership with Amazon’s Delivery Service Partner (DSP) program to offer Pooled Employer Plans (PEPs) to delivery associates. Sounds impressive, right? Let’s slow down. I’ve...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Another Year, Another Reminder: Fees Still Matter – Especially for Small Plans

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The just-released 25th Edition of the 401k Averages Book confirms what many of us on the fiduciary side have known—and preached—for years: fees continue to fall, but not evenly. While this is welcome news, it’s also a wake-up...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

State Run Plans near $2 billion in assets

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

State-run retirement programs, including automatic individual retirement accounts (IRAs), are expanding access to retirement savings, with total assets nearing $2 billion. However, a new study from the Georgetown University...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Small businesses have issue with plan creation

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The small business part of the 401(k) business is a bit tough, a recent survey shows that. A survey from Capital Group found that main reasons for small businesses not creating retirement plans were costs, complexity,...more

Tucker Arensberg, P.C.

New Legislation Commonly Called “SECURE 2.0” was Recently Passed by Congress

Tucker Arensberg, P.C. on

New legislation commonly called “SECURE 2.0” was passed by Congress last week and signed into law on Tuesday by President Biden. The new legislation includes almost 100 different changes that are linked to retirement plans. ...more

Troutman Pepper Locke

Requirement for California Small Business Retirement Plans Takes Effect Today

Troutman Pepper Locke on

If you own a small business in California, you may be one of an estimated 240,000 employers required to offer retirement plans to all adult employees. Last year, California mandated that employers with more than 50 employees...more

Verrill

The SECURE Act

Verrill on

The Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) is the most far reaching new law affecting retirement benefits in more than a decade. This Client Advisory highlights key aspects of the...more

Flaster Greenberg PC

New ERISA Regulation Expands Access to 401(k) Plans for Small Employers

Flaster Greenberg PC on

In response to an Executive Order issued by the President last year directing regulatory action to expand access to workplace retirement plans, the U.S. Department of Labor (DOL) issued final regulations on the definition of...more

Jackson Walker

Small Plan Faces Excessive Fee Challenge

Jackson Walker on

On May 18, 2016, a lawsuit was filed in the Federal District Court in Minnesota alleging various claims arising out of investment and record keeping fees in an employer’s 401(K) plan. The plaintiffs are seeking for the case...more

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