HELPING BUILD GOALS AND DREAMS
HELPING BUILD GOALS AND DREAMS

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When it comes to what makes EGPS amazing, the secret’s not so secret—it’s our incredible team! Every day, our talented retirement plan experts bring their passion, creativity, and drive to the table, making this a workplace we’re truly proud of. But who are these rockstars behind the scenes? We sat down with a few of...
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Imagine you’re at a family reunion. You’ve got your cousins, second cousins, and that uncle who tells the same story every year. Even your neighbor somehow made it onto the invite list. Everyone’s there to have a good time, but there’s always someone keeping track—making sure everyone has a plate, no one’s left out of...
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Thanks to SECURE 2.0, employers can now get a slice of tax-saving action for the previous year by setting up a retroactive retirement plan. This is one gouda provision that deserves a spotlight! The Big Cheese of the SECURE Act One of the most impactful provisions of the SECURE Act is the ability for businesses...
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🎵 “On the first day of Christmas, my true love sent to me”… 🎵 Wait, wait, hold up! We’re not here to talk about partridges, pear trees, or any other holiday nonsense. ‘Tis the season to debunk some common myths about retirement plan administration and establishment! Welcome to our myth-busting carol, where we’ll strip away...
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Happy Thanksgiving, readers! This festive season, we’re carving out some time to get to know the wonderful folks who put the “stuffing” in our company culture. We’ve gathered around the virtual table to dish out a hearty serving of fun and feather-raising facts about a few members of our retirement plan expert team. From their...
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Sometimes, retirement plan compliance can feel like an episode of “Stranger Things” and navigating the Upside Down. But have no fear – EGPS is here! We’re experts in handling all those mysterious cases that might leave you feeling like Will Byers in Season 1. Whether it’s dealing with unusual plan designs, mergers and acquisitions, IRS...
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The retirement plan “crisis” With the decline of pensions, crazy inflation, and increased rent and housing costs, the “retirement crisis” in America continues. This isn’t news to any of us, and it definitely isn’t to the government. In fact, state and federal governments are trying to combat retirement plan challenges. But…if there’s one thing we...
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Employers will no longer need to collect documentation to support participants’ hardship distribution requests, due to SECURE 2.0. The legislation has added the option to authorize hardship withdrawals for participants who self-certify that they meet the requirements of this type of distribution. When is the hardship distribution self-certification option available? Technically, right now! SECURE 2.0...
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Many 401(k) plans will be required to include Roth deferrals or remove the provision for catch-up contributions due to SECURE 2.0. This change is now effective beginning January 1, 2026. It was originally set to be effective in 2024, but the IRS has permitted an administrative delay. Still, it is important to know the requirements...
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Just like everyone’s favorite ice cream flavor, each EGPS retirement plan expert brings their unique sweetness and flair to the team. In this fun interview, we dish out the inside scoop on what makes our colleagues so awesome. From unexpected career beginnings to those little annoyances that drive them up the wall, join us as...
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