作者: 保罗麦克尤恩
Article
简化员工的退休储蓄:罗斯vs. 解释传统的401(k)计划
作为雇主, you recognize that choosing a retirement plan for your employees is a pivotal step in securing their financial well-being. One of the key decisions they'll face on this journey is choosing between a Roth and a traditional pretax 401(k). 我们知道做出这样的选择是很有挑战性的, so we’re breaking it down for you to equip your employees to make decisions that impact their unique circumstances.
博客
美国国税局故障归咎于错误的延迟申报通知有关的退休计划申报
An issue has been identified with IRS reporting related to Form 8955-SSA that may impact some of our clients, and we want to ensure that you are informed and well prepared to address any concerns that may arise.
事件
了解新的退休计划税收抵免
在这次演讲中, 保罗·麦克尤恩注册会计师, 他是雷亚退休计划服务团队的负责人, will walk through the tax credits available for new retirement plans—particularly who is eligible and how much is available.
2023年5月4日
通讯
效益洞察通讯|春季2023
Learn about the importance of education Plan Participants, because the more they know, the better.
事件
安全2.0 -你需要知道的
保罗麦克尤恩, 他是雷亚退休计划服务团队的负责人, 谁审查了对你影响最大的新规则.该法案于2022年12月29日签署成为法律. 虽然有些安全2.0更改是可选的，还没有生效，你需要开始… 继续
Article
“团体计划”安排为401(k)保证人节省成本
sponsors are familiar with solutions like multiple employer plans (MEPs) and pooled employer plans (PEPs). But one of the least well-known plans may be the most effective solution for plan sponsors who are looking to cut costs and maintain local service and plan design flexibility – the “group of plans” arrangement.
博客
国税局或劳工部迟来的通知? 行动前先阅读
f you get a late notice from the IRS related to your Form 5500, but you filed on time, don’t panic. 只要让我们知道，我们会建议你下一步与国税局澄清事情.
事件
有竞争力的401k计划设计:帮助赢得人才争夺战的计划设计
Gain insight on how to enhance your organizations benefits package to retain and attract top talent, 增加参与和更多! 随着就业市场的竞争越来越激烈，随之而来的福利也越来越多. 潜在员工正在寻找更有吸引力的公司. 这意味着更高的薪水，更好的工作与生活平衡，还有…… 继续
2020年7月21日
播客
第242集:安全法案如何影响公司的退休计划 & 个人
了解如何 the SECURE Act has changed the rules of the retirement planning game for businesses and individuals.
事件
冠状病毒后的生活是什么? PPP贷款减免更新 & 常见问题解答
意图的小企业管理局 & PPP Loan Task Force takes are back to answer your questions about the PPP Loan Forgiveness recent updates.
事件
冠状病毒后的生活是什么? 通过PPP贷款减免申请工作
意图的小企业管理局 & PPP Loan Task Force takes on the PPP Loan Forgiveness Application during this 90-minute webinar.
事件
冠状病毒后的生活是什么? 浏览PPP宽恕 & 主要街道贷款计划简介
Learn how to navigate PPP loan forgiveness and learn more about the Main Street Lending Program during this interactive, 预先录制好的网络研讨会.
事件
冠状病毒后的生活是什么? 如何理赔灾难 & 关怀法案小企业贷款
Our SBA Loan Task Force provides you with the information you need to understand the resources now available through the SBA disaster loan program and CARES Act.
事件
冠状病毒后的生活是什么? 应对财务焦虑 & 衰退的担心
This webinar will help you make sense of the financial anxiety and recession worry resulting from COVID-19.
博客
健康计划与退休计划遵循相同的ERISA信托标准
Keep reading to discover why ERISA fiduciary duties should be viewed essentially the same way as retirement plan fiduciary duties.
博客
拟议的欧洲议会立法将削弱信托保护
ERISA ensures that benefits in employer-sponsored retirement plans are protected from bad actors – but proposed legislation would reduce those protections.
博客
晨星公司(Morningstar)旨在整理无佣金“清洁股”的定义
The investment community is buzzing about "clean shares" but are they really as spotless as they sound?
博客
萨塞尔多特v. N.Y. 大学:规划受托人的警世故事
Lawsuits for alleged mismanagement of retirement plans are occurring more frequently than ever. 看看其中一个最新的例子教会了我们什么.
博客
401(k)现金余额计划如何保障你的退休生活
是时候赶上你的退休计划了吗? Adding a cash balance pension plan option to your profit sharing 401(k) plan may be the way to go.
博客
理查德·塞勒因其退休储蓄策略获得诺贝尔经济学奖
While Richard Thaler may not be a name you’ve recently discussed while gathered around the dinner table, 如果你喜欢退休的想法, 你可能需要停下来注意一下. 继续往下读，找出原因.
博客
另一种帮助员工存钱的方法
想办法让你的福利待遇更令人满意? Adding an employer-sponsored 529 Plan could be just what you need to attract and retain top talent. 继续往下读，了解更多.
博客
计划发起人现在必须适应更严格的IDR截止日期
上个月底, the IRS issued a memo to its examiners regarding the process for handling information document requests (IDRs) in retirement plan audits. 继续往下读，看看发生了什么变化.
博客
当受托人没有把参与者放在第一位时，法律体系就会注意到
Fiduciaries are learning the hard way that when it comes to managing their retirement plans they better have the best interests of participants in mind or face legal action.
2016年5月9日
播客
episode 32: pedal fast so the future is not your fault; default into savings now
本周, 在第32集, Pedal Fast So The Future Is Not Your Fault; Default Into Savings Now, 我们从保罗·麦克尤恩那里得到了一些批判性的见解, 注册会计师, MTax, AIFA, 意图’s principal and director of benefit plan services – if the private sector doesn’t take control of America’s retirement problem, 政府迟早会这么做. 业务…… 继续
博客
退休计划的参与者满足于看着他们的储蓄慢慢减少
我们花了一段时间才走到这一步, 但在花时间成长和适应市场的起起落落之后, 固定缴款退休计划终于迎来了它自己的时代. 继续往下读，了解更多关于当前退休储蓄环境的信息.
博客
减轻401k信托风险的五个步骤
There is so much noise in the marketplace regarding the fiduciary responsibility of plan sponsors it’s no wonder people are confused. The confusion starts with who is a fiduciary so it’s important to note that fiduciary status is based on the functions performed for the plan, 不是一个人的头衔. 你的计划的受托人通常会… 继续
博客
离别是如此甜蜜的忧伤
随着我们的经济开始复苏，越来越多的工人将寻找新的工作. In fact, a recent survey has noted that two out of three employees want to find a new position. 那么当他们离开时，他们的401(k)账户会发生什么呢? 根据富达投资(Fidelity Investments)的说法，对许多人来说，什么都没有. 在最近的研究中，…… 继续
博客
为什么你的注册会计师应该为你的TPA服务
当涉及到服务您的第三方管理员退休计划时, 雇主有无数的选择. 然而，为你的计划服务的最明智的选择可能是你的会计专业人士. 以下是这种关系的一些优势. 放眼全局. 你的注册会计师应该已经作为你的税务… 继续
博客
准备408(b)(2)费用披露
Although the recent ERISA 408(b)(2) fee disclosure regulations – originally due to go into effect in July – have been pushed back until 2012, 作为计划发起人, 你准备好面对突如其来的透明化带来的后果了吗? 毫无疑问，计划费用透明是一件好事，也是姗姗来迟的. 然而，它…… 继续
博客
关于安全港401(k)计划的常见问题
许多企业主继续面临经济挑战, employers are seeking ways to reduce or eliminate retirement plan contributions as one way to control their business costs. The following are answers to some of the most frequently asked questions about eliminating or freezing fixed contributions under safe harbor 401(k) plans. 雇主可能会冻结…… 继续