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Automatic (Enrollment) for the People - Losing Your Discretion

Adam C. Pozek 02/6/23
Ever since creating the ACA, EACA, and QACA as part of the Pension Protection Act of 2006, Congress has acted like automatic enrollment is the greatest thing since sliced bread when it comes to improving workers’ retirement savings (never mind how ridiculous those acronyms sound, especially all together like that). They have continued down that ...
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Do the Rules About Related Companies Apply to Non-Profits with No Owners?

DWC 12/17/19
Facts I work for a non-profit organization that is thinking of setting up a retirement plan. One of the service providers who we’ve spoken to about this said something about determining whether we are related to any other businesses through over-lapping ownership.
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