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CARES Act Retirement Plan Provisions

On March 27th, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), was approved by Congress, to afford massive relief for those suffering as a result of the Coronavirus pandemic.

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Plan Amendment to Minimize Required Contribution

We wanted to reach out to you in this time of uncertainty and all of us at BEI hope you and your family are well, during this unprecedented time in our nation and world. We understand that the demands of running your business and taking care of your employees are first and foremost on your mind.  And that your defined benefit plan or cash balance plan may not be on your mind at this time, but we are just looking ahead and want to bring you this information.

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6th Annual BEI Golf Classic

Join BEI for Orange County's Premier Financial Advisor Event
You Won't Want to Miss It!

Thank you to our generous past years team sponsors which have included: Nationwide, Transamerica, John Hancock, PCS, T. Rowe Price, Stonemark Wealth Management, Heartland Payroll Services, Safeguard Business Systems, Penchecks and Fidelity Investments. We are so very grateful for their continued support of this amazing event and we welcome Ascensus and Mutual of Omaha as our new sponsors.

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IRS Announces 2020 Contribution and Benefit Limits

The Internal Revenue Service (IRS) has announced that several contribution limits in qualified retirement plans will increase in 2020. This guidance provides cost of living adjustments affecting dollar limitations for 401(k), Profit Sharing and Defined Benefit pension plans and other retirement-related items for tax year 2020.

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What’s Your View of a Company Retirement Plan?

Having had the opportunity to work with hundreds of employers throughout my career, I’ve know first-hand many employers are under the impression (or have enough experience to know), that retirement plans are a legal entity that must be handled by professionals. Some have chosen to leave their retirement plans on “auto-pilot,” only to learn later it was not handled correctly.

What is the best choice and how should a business owner view and select a company-sponsored retirement plan?

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