Retirement plan rules are changing, and we are here to keep you informed and updated. Here's what you need to know:
- • Plan Provisions & SECURE Act 2.0: Automatic enrollment, Roth options, student loan matching, and more. Is your plan designed for today’s workforce?
- • Retirement Readiness: Employees need simple, helpful education to make confident choices. How to utilize pre-retiree education to support their journey.
- • Forfeitures, Missing Participants, & Force-Outs: Unvested dollars, outdated contact info, and small accounts can drag your plan down. A quick checklist to clean things up!
Plan Design Considerations Newsletter
Independent Retirement Partners
290 Elwood Davis Road, Suite 220
Liverpool, NY 13088
(315) 431-2888
Matthew C. Monroe, AIF®, CRPS®
Managing Partner
Securities offered through LPL Financial member FINRA and SIPC. Investment Advisory services offered through Good Life Advisors, a Registered Investment Advisor. Good Life Advisors and Independent Retirement Partners, LLC are not owned or controlled by LPL Financial. Chartered Retirement Plans Specialist conferred by the College for Financial Planning.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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