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All Things 401(k)| 5 Helpful Ways to Organize Your 401(k) Fiduciary Files

All Things 401k | 5 Helpful Ways to Organize Your 401(k) Fiduciary Files Managing Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.  As a plan sponsor, one of your primary responsibilities is ensuring that your company’s retirement plan operates smoothly […]

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Virtual Health Care in Michigan

Virtual health care in Michigan In today’s benefits advisor blog, we’ll briefly touch on the types of virtual health care and how each of the primary health insurance carriers in SW Michigan are providing solutions. Virtual health care is primarily provided via internet video visits (and phone to a lesser […]

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News IRS Ruling for Grantor Irrevocable Trusts

New IRS Ruling for Grantor Irrevocable Trusts:  If you have an Irrevocable Trust as part of your estate plan, you should be aware of a new IRS ruling that was issued on November 28, 2023. With this CCA, the IRS has taken the position that a modification to a Grantor […]

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All Things 401(k)| Wrapping Up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks

All Things 401k | Wrapping up 2023: A Comprehensive Guide to End-of-Year 401(k) Tasks As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard annual tasks and new SECURE Act provisions on your plate, we are here […]

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All Things 401(k)| 6 Common Administrative Tasks Than Can Morph Into 401(k) Plan Headaches

All Things 401k | 6 Common Administrative Tasks That Can Morph Into 401(k) Plan Headaches Managing a 401(k) plan can leave even the most seasoned administrators feeling overwhelmed. With proper support, you can simplify the complex task of retirement plan management. Top 401(k) Plan Headaches The first step is to […]

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162 Bonus Plan

Rose Street 162 Bonus Plan

162 Bonus Plan Are you evaluating a “reward” program for your key people? Do you want a plan that is meaningful, but not overburdensome and complex? A 162 Executive Bonus Plan may be the plan for you. A recent article in Forbes from our friend and HR expert Tracy Brower, […]

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