Multnomah Group, Inc.’s Post

In a recent interview with PLANADVISER, Vestwell’s Director of Plan Design and Consulting, Kevin Gaston, CPC, QPA, QKC, QKA, TGPC, shared his checklist for the most important topics advisors should be discussing with their clients before the end of the year, especially in light of the changes introduced by the SECURE 2.0 Act of 2022. “To me, a lot of these rules are decreasing the friction point of starting a plan,” says Kevin. “Let’s make small businesses and participants have the 401(k) be as useful as possible.” Read more here: https://lnkd.in/e28Kwj5g

Year end is quickly approaching. What plan amendments should you be considering heading in to 2024? Check out next steps that plan sponsors should be taking to ensure their plan documents and operations are compliant.

Year end is quickly approaching. What plan amendments should you be considering heading in to 2024? Check out next steps that plan sponsors should be taking to ensure their plan documents and operations are compliant.

#FeeBenchmarking data is a valuable tool for #RetirementPlanAdvisors that can go beyond simply helping ensure plan fees remain reasonable. You can leverage benchmarking data in a variety of ways to provide better, higher touch service to plan sponsor clients — and grow your book. Read more on the latest #PlanFees blog. #401kAdvisor https://hubs.li/Q01ZPkn-0

Year end is quickly approaching. What plan amendments should you be considering heading in to 2024? Check out next steps that plan sponsors should be taking to ensure their plan documents and operations are compliant. https://bit.ly/3s2cGgK

Year end is quickly approaching. What plan amendments should you be considering heading in to 2024? Check out next steps that plan sponsors should be taking to ensure their plan documents and operations are compliant. https://bit.ly/3s2cGgK

Year end is quickly approaching. What plan amendments should you be considering heading in to 2024? Check out next steps that plan sponsors should be taking to ensure their plan documents and operations are compliant. https://bit.ly/3s2cGgK

Year end is quickly approaching. What plan amendments should you be considering heading in to 2024? Check out next steps that plan sponsors should be taking to ensure their plan documents and operations are compliant. https://bit.ly/3s2cGgK

Maximize your business's value for a successful retirement. Learn 3 key strategies to secure what you deserve. #BusinessValue #RetirementPlanning

Check out the recent Plan Sponsor article with Chad A. Noorani, a Retirement Plan Consultant with Benefit Financial Services Group (BFSG), where he discusses steps to improve retirement plan engagement and outcomes. #retirementplanconsulting #401k #403b #457 #retirementplans https://lnkd.in/evjP6pWu