News Category: Retirement Plan Services

Image of a retirement plan with glasses and a calculator
July 28, 2022

Guidance for Business Owners Selecting a Retirement Plan

If you’re a business owner, establishing a retirement plan can provide a number of benefits — to you, your business, … Read more…

Image of a retired person fishing on a lake at sunset
July 6, 2022

The Other Safe Harbor Plan

Retirement plan sponsors are familiar with 401(k) plans that have Safe Harbor provisions and include one of two Safe Harbor … Read more…

OregonSaves program logo
September 13, 2019

Next Round of OregonSaves: Is It Right for You?

On December 15, 2018, the State of Oregon will implement its next round of private company retirement plan requirements. Companies with 20 to 49 employees will be required to auto-enroll all employees who do not currently have a retirement plan into the OregonSaves retirement program…

Image of 401(k) on a desk
December 20, 2018

Should Your 401k Plan be a Safe Harbor 401k Plan?

Business owners generally intend to fund the annual deferral dollar limit when they establish a 401(k) Plan. In 2018, the … Read more…

August 10, 2015

Teens in your family with summer jobs? Set up IRAs for them!

Teenagers’ retirement may seem too far off to warrant saving now, but IRAs can be perfect for teens precisely because … Read more…