Plan Sponsor Newsletter: Plan Design Considerations Edition
- Michael Lemay
- Sep 29
- 1 min read
Retirement plan rules are changing, and we are here to keep you informed and updated. Here's what you need to know:
Plan Provisions & SECURE Act 2.0: Automatic enrollment, Roth options, student loan matching, and more. Is your plan designed for today’s workforce?
Retirement Readiness: Employees need simple, helpful education to make confident choices. How to utilize pre-retiree education to support their journey.
Forfeitures, Missing Participants, & Force-Outs: Unvested dollars, outdated contact info, and small accounts can drag your plan down. A quick checklist to clean things up!
WORCESTER
324 Grove Street Second Floor
Worcester, MA 01605
CHICOPEE
450 Memorial Drive, Suite 407
Chicopee, MA 01020
PHONE: (855) 508-401k
FAX: (508) 519-8426
WEB: www.pwmg401k.com
EMAIL: info@pwmg401k.com
Securities and advisory services offered through LPL Financial a registered investment advisor, Member FINRA/SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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