APB Retirement’s Post

If you are an advisor, you are undoubtedly aware that there are Fiduciary Rule changes. Our July "News You can Use" piece boils it down to it's simplest terms.

News You Can Use! The IRS proposed regulations build on prior, guidance from IRS on when defined contribution plans, including 401(k) plans, should use any plan forfeitures. #401k #retirement #tpa

Some things to consider before engaging a large payroll provider as the TPA on your company's retirement plan. Great piece by Ary Rosenbaum says it like it is. #401k #retirement #tpa

Excited to part of the AmericanTCS National Partner conference. They have been a key partner of APB Retirement for decades by providing custody and trust services to our retirement plan clients. We couldn't do it without them. #americantcs #401k #retirement

The IRS recently issued SECURE 2.0 guidance in the form of a 'grab bag' notice. Our latest issue summarizes some of the highlights.

The introduction of Pooled Employer Plans (PEPs) has disrupted the retirement industry, with the number of registered PEPs increasing by 76% between 2021 and 2022. While this poses a threat to some financial advisors, it also presents an opportunity for growth. By understanding the advantages of PEPs and finding the right partner, advisors can thrive in this changing industry.