Innovative’s 5th Annual Well-Being @ Work Summit Recap
On May 7th, 2024 Innovative Benefit Planning hosted their 5th Annual Well-Being @ Work Summit, an event dedicated to making workplaces healthier, at the National Constitution Center in Philadelphia, PA! […]
Navigating Auto-Portability in Retirement Plans: Key Fiduciary and Liability Considerations Under SECURE Act 2.0
The introduction of auto-portability rules under SECURE Act 2.0 aims to simplify transferring small retirement accounts when employees change jobs, reducing cash-outs and enhancing retirement savings. However, plan sponsors must […]
PCORI Fee Due July 31, 2024
The Patient-Centered Outcomes Research Institute (PCORI) fee deadline is around the corner. In Notice 2023-70, the IRS adjusted the applicable dollar amount to be multiplied by the average number of covered lives for […]
