Beacon InsightsDec 1, 20187 minNavigating DistributionsThe first quarter of the calendar year typically sees an uptick in the number of retirement plan distributions and participant loans. This y
Beacon InsightsMay 6, 20188 minThe Retirement Income Gap / Helpful Hints for Plan SponsorsMany American workers participate in company retirement plans, methodically contributing to their accounts over time to fund for life...
Beacon InsightsSep 19, 20179 minFiduciary – The New “F” WordThere has been a large amount of upheaval in the retirement world as of late and it centers around the “F” word. And by “f” word, I mean “fi
Beacon InsightsJun 9, 201712 minRetirement Plan RxIntroduction The latest news regarding retirement plans has centered around service provider fees. While fees are a highly important...
Beacon InsightsApr 2, 20177 minBenefit Communications in an Electronic WorldWith communication mediums like email, text, and IM’s becoming the standard in business industries worldwide, plan sponsors are becoming...
Beacon InsightsDec 7, 20167 minA Fresh Look at Your Form 5500 FilingIf your firm has a profit sharing plan, a 401(k) plan or some other tax-qualified retirement plan, then you have been given a Form 5500...
Beacon InsightsDec 2, 20166 minRules and Taxation of 401(k) Plan DistributionsA 401(k) plan permits employees to defer a portion of their salaries on a pre-tax basis with the objective of accumulating assets for...
Beacon InsightsOct 3, 20167 minKeeping Abreast of Plan Loan RulesIf you have a 401(k) plan, you’ve likely had participants ask about taking loans from their accounts. If you haven’t yet, it is only a...
Beacon InsightsDec 23, 20156 minDetermining Retirement Plan CompensationWhen it comes to operating your retirement plan, determining the compensation that should be used for each participant can be really...
Beacon InsightsDec 23, 20157 minThe Right Combination for Your Retirement PlanAlthough not a new design, there has been renewed interest in the “combo plan” as a way for higher income business owners to turbocharge...
Beacon InsightsDec 23, 20157 minThe Best Plan to Drive Your Retirement NeedsExcuse me, can you tell me what kind of car is best for me? It is impossible to answer that question without getting more information…how...