News from Kampstra Wealth Management
What you Can Do to Get Ready for Tax Time
While we know tax season can feel like a drag, we’re here to help you prepare. The lists here highlight the important information and items you should pull together before you meet with your tax professional.
Four Plan Design Features to Help You Attract and Retain Talent
What range of features can make your 401(k) plan stand out among other retirement benefits that might entice your top talent to stick around?
The Importance of Naming a Beneficiary
Do you know what will happen to your retirement savings if you were to pass away? Here are some things you should know about naming beneficiaries that could save your loved ones’ time, money and frustration. Facts about beneficiary designations 48% of people don’t...
Documenting Fiduciary Plan Management Responsibilities
ERISA states that every plan document must identify a “Named Fiduciary” to be the individual or entity serving as the primary fiduciary responsible for all plan management activities.
New Rules for Retirement Savings
Here are the highlights for new changes to retirement savings rules contained in the recent SECURE 2.0 bill.
What Does SECURE 2.0 Mean for Your Retirement Plan?
While the act contains a large number of provisions, the highlights for Plan Sponsors are listed in this article. Any questions about the impact of these changes on your company’s plan, or how you can best take advantage of the updated rules, please let us know and we will find a time to discuss!
We’re Here to Help
With the new year still fresh in our minds, it’s a good time to take inventory of what might be just around the corner in the coming months. It could be any number of things: changes in your household, moving to a new home that better fits your needs, or maybe even...
DOL Updates Guidance on Auditor Independence for Retirement Plan Engagements
Recently the U.S. Department of Labor (DOL) released an Interpretive Bulletin that updates guidance on audits of benefit plans under the Employee Retirement Income Security Act. The updated guidelines are intended to help determine when a qualified public accountant is independent for the purpose of auditing and rendering an opinion on the Form 5500.
Setting Financial Goals for the New Year
The New Year means taking a new look at our finances. The most important thing to make sure you feel like you have the cashflow you need to do the things you want to d
Provider Consolidation in the Retirement Plan Market: Impacts for Sponsors
Following in the footsteps of many banks and big accounting firms, there’s been a growing trend toward consolidation among retirement plan service providers. If your service provider has a merger in the works, your advisor can help you navigate uncertain waters and review your agreements to ensure service levels remain consistent.
News Archive
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