News & Resources

The SBAM Pooled Employer Retirement Plan

New proposed legislation for employee retirement plans would affect your company’s fiduciary risk and administrative responsibilities.

Image of a road sign that says retirement ahead

February 28, 2024

McFall Proposes Private Sector Retirement Program

Rep. Mike McFall (D-Hazel Park) has proposed an automatically deducted retirement savings program for private-sector employees, which he said will allow employees to save for retirement even if their employer doesn't offer a program.

September 20, 2022

Time to Re-Evaluate Your SIMPLE IRA Plan?

By John Rogers Originally featured in SBAM’s FOCUS Magazine If your company currently offers a SIMPLE IRA plan to employees, then you have taken an important first step in helping […]

February 11, 2022

When Should Your 401(K) or 403(b) Plans Vest for Employees?

By Anthony Kaylin, courtesy of SBAM Approved Partner ASE Many organizations offer a 401(K) for employees. Some are very generous, some not so much. About 98% of companies that offer […]

October 6, 2021

IRS Adds New Requirements for Retirement Plan Discretionary Matches

Courtesy of Kushner & Company One of the requirements for those such as Kushner & Company who sponsor IRS pre-approved retirement plan documents for their clients is that every six […]

January 7, 2021

Long-Term Retirement Repercussions of the Pandemic

By Heather Nezich, courtesy of SBAM Approved Partner ASE One in five U.S. workers (21%) indicate their confidence in their ability to retire comfortably has declined in light of the […]