Overview
Plan Components
Top Industry Articles
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
exclusives
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Coronavirus-related withdrawals made in 2020 were a financial lifeline for some, but they could also turn into a major tax headache for others.
February 19, 2021
Data & Research
Many Near-Retirees Don't Understand Social Security Benefits
More than one-third failed a basic Social Security quiz administered by MassMutual.
April 7, 2021
exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Practice Management
Practice Management: Areas of Success
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
December 28, 2020
Investments
| Largest Funds in this Plan | Allocation of Assets | 1 YR Rank in Category |
|---|---|---|
| Vanguard Group Target Retirement | 62% | |
| Vanguard Institutional 500 Index | 11% | |
| Vanguard Extended Market Index | 4% | |
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Providers
Articles and Questions
Google Sets Employees Up for a Successful Retirement
Google sponsors one of the top performing 401k plans in the BrightScope database over the last few years. In fact, Google is ranked 12th in BrightScope’s 2014 Top Plans List (over $1 billion) for the 2nd consecutive year. While its position in the rankings has not changed, Google’s plan has improved
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