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Quiz Which type of fiduciary manages plan administrative tasks/compliance? A. 3(21) fiduciary B. 3(38) fiduciary C. 3(16) fiduciary D. None of the above Sorry, that’s incorrect. Try again! Thats Correct! Learn more about this type of fiduciary and why it is important here.TRUE OR FALSE: Employers can still reduce 2022 taxes in 2023 by establishing...Read More

The snow is falling (maybe… depending on where you live), holiday tunes (whichever holidays you might ascribe to at this time of year) are playing softly, and the smell of cookies is wafting through the air. Ahhhh December: the coziest (in my opinion) month of the year. It’s also, appropriately, National Cookie Cutter Month. And...Read More

At EGPS, our greatest asset is our people, and we want to be a place they can flourish in their retirement career. We have an amazing team of retirement plan professionals, from Enrolled Actuaries to ERISA compliance experts to analytics gurus to administrative whizzes and more. Our people have a passion for problem solving and...Read More

Depending on your age, Step by Step by New Kids on the Block might be stuck in your head right now. Or maybe your mind went to the 90s sitcom on ABC. Our mind went where it always is: retirement. Helping Americans save, step by step, and finding the best solutions for participants and business...Read More

The case of the real estate broker and lasting success with a cash balance plan Plan Sponsor Scenario The owner of a family real estate business was nervous to set up a cash balance plan due to the high, consistent profit patterns required and fear of the future unknowns. He was unsure about the large...Read More