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Welcome to the INTAC Library. Get the latest news, industry information and insight here.
How to Handle Retirement Plan Missing Participants

How to Handle Retirement Plan Missing Participants

Companies that offer a qualified retirement plan (a defined contribution or defined benefit plan) must often deal with the challenge of finding a missing participant. This happens when former employees do not provide current contact information, are no longer actively...

New Plan Tax Credits

New Plan Tax Credits

When we talk about new retirement plans, we usually focus on the savings advantages they grant to business owners or the big-picture advantages of helping employees achieve ongoing financial wellness. Tax credits granted to plan sponsors are another important, but...

Paying Fees from Plan Assets

Paying Fees from Plan Assets

COVID-19 is obviously causing financial stress and, when it comes to your clients’ qualified retirement plans, they may be looking for ways to reduce expenses. In this talk, we’ll detail the three options they have to use plan assets to pay some plan expenses as long...

The Power of Re-Enrollment

The Power of Re-Enrollment

Auto-enrollment and automatic contribution increases have proven to be popular and successful retirement plan design features that get more people to save for retirement. A little less known is “re-enrollment.” It’s another important tool we have to help encourage...