Secured Retirement Incorporated

Involuntary Cash-Out Provisions should be a part of your 401(k) Plan. Here's Why!

#268: That One About The Involuntary Cash-Out Rule Ary Rosenbaum talks about the involuntary cash-out rule and why every 401(k) plan sponsors should have it.

Celebrating National TPA Day!

Those California Employers who have received the intimidating notifications from calsavers, and would like clarification and an understanding of your alternative options, please contact our office.
Help is available.

As we have concluded another season of Annual Administrations for Qualified Retirement Plans, it's time to look to the future.
Ary Rosenbaum has prepared another To Do List for 401(k) Plans 2020-2021 Edition.
Please take the time to read and apply the thoughts Ary has presented.

The To-Do List For 401(k) Plans Now: 2020-2021 Edition | JD Supra Being a retirement plan sponsor is a tremendous responsibility and the problem is that most plan sponsors don’t understand that. Plan sponsors often...