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Jason Lumpkin

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SECURE Act: Business Tax Credits for Retirement Plan Startup Costs and Automatic Enrollment Provisions (Sections 104 and 105)

In an effort to encourage employers to adopt a retirement plan and promote certain automated features, the Act (1) enhances an existing business tax credit

Maximizing Retirement Benefits for Key Employees

As a general rule, the Internal Revenue Code requires that a qualified retirement plan cannot discriminate in favor of highly compensated employees (HCEs)

Principal PFIO Class Action Lawsuit

If you are a retirement plan sponsor utilizing Principal as your service provider, you may have seen that Principal was recently named as defendant in

Proposed IRS Legislation Threatens Small Business Retirement Plans

The IRS recently released a proposed regulation that could be unusually threatening to small business retirement plans. In summary, the proposal would

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Pre-Approved 403(b) Plan Documents

Employers sponsoring 403(b) retirement plan programs may recall that, during 2007, the Internal Revenue Service (IRS) issued the highly anticipated final

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