Simple/SEP and Safe Harbor Timing Considerations

Pension Inc. provides complimentary contribution projections and analysis to determine if the timing is right to establish a plan or to convert from a Simple/SEP to a 401(k) October 1 is the deadline for establishing safe harbor plans effective in 2016 November 1 is a good target for final decisions on new 401(k) plans to [...]

2018-05-21T08:56:51-06:00August 26th, 2016|

Money Market Reform 2016

What is Money Market Reform? In 2014, the Securities and Exchange Commission (SEC) approved new rules under the Investment Company Act of 1940, amending the operation of money market mutual funds.  These rules take effect October 14, 2016 and will impact 401(k) and qualified retirement plans.  Pension Inc. is taking direction from plan sponsors and [...]

2018-05-21T08:56:51-06:00August 19th, 2016|