Your search for resulted in 53 hits
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Window of Savings Opportunities with Backdoor Roth IRAs
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/window-of-savings-opportunities-with-backdoor-roth-iras/12/20/2021 11:55:24 PMWhat is a mega backdoor Roth IRA? What is the limit to a backdoor Roth IRA? Is it worth it? Can I do a backdoor Roth every year?
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Achieve Tax Savings & Wealth Building with DR-VIP [new]
https://www.usicg.com/publications/insights-articles/defined-benefit-pension/achieve-tax-savings-wealth-building-with-dr-vip/12/20/2021 11:55:24 PMIncrease tax-deductible contributions, mitigate risk and minimize costs with a Direct Recognition Variable Investment Plan (DR-VIP). Increase tax-deductible contributions, mitigate risk and minimize
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Companies Benefit When Employees Are Financially Healthy
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/companies-benefit-when-employees-are-financially-healthy/12/20/2021 11:55:24 PMCompany-sponsored programs can help prepare workers for a financially secure retirement and help mitigate costs to your organization. Company-sponsored programs can help prepare workers for a
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Retirement Plan Fees: Are You Being Overcharged?
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/retirement-plan-fees-are-you-being-overcharged/12/20/2021 11:55:24 PMHelp your organization negotiate and lower its retirement plan fees with a fiduciary expense reduction analysis.
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Successful Acquisitions Include Thorough Due Diligence
https://www.usicg.com/publications/insights-articles/compliance-legal/successful-acquisitions-include-thorough-due-diligence/12/20/2021 11:55:24 PMFor employers in the process of an acquisition or merger, thorough due diligence of the target company’s retirement plan can help identify potential costly risks and liabilities, compliance issues
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Fiduciary Support Reduces ERISA Litigation Risk
https://www.usicg.com/publications/insights-articles/compliance-legal/fiduciary-support-reduces-erisa-litigation-risk/12/20/2021 11:55:24 PMRetirement plan fiduciaries with limited experience and awareness may increase the organization’s litigation risk.
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Scared vs. Prepared: Conducting an Operational Compliance Review
https://www.usicg.com/publications/insights-articles/compliance-legal/scared-vs-prepared-conducting-an-operational-compliance-review/12/20/2021 11:55:24 PMNo one likes being audited by the Internal Revenue Service (IRS) or Department of Labor (DOL), but all qualified retirement plans (defined benefit and defined contribution) may be selected for an
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Cycle 3 Plan Restatement Deadline is Closer than You Think
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/cycle-3-plan-restatement-deadline-is-closer-than-you-think/12/20/2021 11:55:24 PMFailing to adopt a Cycle 3 restatement plan document by the deadline could result in IRS-imposed penalties and may also jeopardize your plan’s tax-qualified status.
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Don’t Overlook the Need for a Fiduciary Oversight Review
https://www.usicg.com/publications/insights-articles/investments/dont-overlook-the-need-for-a-fiduciary-oversight-review/12/20/2021 11:55:24 PMThe “FOR” process helps retirement plan sponsors fulfill fiduciary responsibilities and improve plan participant outcomes, while uncovering opportunities to reduce plan liabilities.
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Elevate Your Retirement Plan Design With Benchmarking
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/elevate-your-retirement-plan-design-with-benchmarking/12/20/2021 11:55:24 PMA benchmarking analysis can increase retirement plan participation, enhance employee recruitment and keep workers on track to retire.