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- Forfeitures, Missing Participants, & Force-Outs: Unvested dollars, outdated contact info, and small accounts can drag your plan down.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!
Plan Design Considerations Newsletter
Adcock Financial Group
H. Brian Adcock
311 W. Fletcher Avenue
Tampa, FL 33612
813-935-4091
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Adcock Financial Group is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Adcock Financial Group or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. Please access the following site to review form CRS, Reg BI and relevant disclosures. www.kestrafinancial.com/disclosures
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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