Monthly Archives: January 2025

LTPT and Automatic Enrollment will cause a lot of errors

Posted on January 9, 2025 by admin

I am all for an increase in retirement plan coverage. The problem is the errors that go with it. The long-term, part-time rule for deferral participation in 401(k) plan, is a great idea. So is automatic enrollment for new plans … Continue reading →

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I don’t see Roth Employer Contributions as being a big thing

Posted on January 9, 2025 by admin

One of the option of SECURE 2.0 is allowing employers to offer partricipants the right to Roth Employer contributions where they can pay the taxes upfront, and get tax free treatment on employer contributions. As long as employers require vesting … Continue reading →

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Sageview buys OnTrack 401(k)

Posted on January 9, 2025 by admin

SageView Advisory Group has announced its acquisition of OnTrack 401(k), based in Frederick, Maryland. OnTrack 401(k) manages $400 million in Assets Under Advisement (AUA) and provides retirement plan consulting services to more than 90 clients. SageView has locations in 21 … Continue reading →

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