Alison J. Cohen
By Alison J. Cohen 6/5/2023
By now, everyone is well aware that SECURE 2.0 was signed into law on Dec. 29, 2022. One of the provisions in SECURE 2.0 is Section 604, a fundraiser provision that allows plan participants to elect to have any fully vested employer contributions funded to a defined contribution plan made as Roth...
READ MORE
By Alison J. Cohen 1/17/2023
It is a growing club that no one wants to join: the club of companies who became victims of cyberterrorism. Whether the release of credit card data from the infamous Target inside job, the gas pipeline shutdown at Colonial Pipeline, or the more recent CNA Financial ransom attack, it is often not a...
READ MORE
By Alison J. Cohen 7/18/2022
Eleanor Shellstrop has operated her fledgling business, The Good Place, for about seven years now. She established a 401(k) Profit Sharing Plan somewhere around Year 2 at the recommendation of her CPA. The CPA set up the plan for her with a bundled service provider. Whatever the CPA put on the...
READ MORE
By Alison J. Cohen 6/20/2022
Eleanor Shellstrop has operated her fledgling business, The Good Place, for about seven years now. She established a 401(k) Profit Sharing Plan somewhere around Year 2 at the recommendation of her CPA. The CPA set up the plan for her with a bundled service provider. Whatever the CPA put on the...
READ MORE
By Alison J. Cohen 4/23/2021
This is the dilemma of the company, Enterprise, Inc. Enterprise engaged Galactic Payroll Services to administer its 401(k) plan for six years. Once Enterprise had grown larger into a small empire, its CEO, Jean-Luc Picard, decided he needed to improve the plan to attract and retain top talent. On...
READ MORE
Most Popular
ASPPA Benefits Councils
The 19 ABC chapters feature networking and educational opportunities, right in your own neighborhood! For more information. Click HERE
Advertisement