Retirement Services Blog

Soon, your New Jersey clients will need to adopt the state-run IRA program, RetireReady NJ, or an alternative that could potentially provide greater advantages: such as an ePlan Services 401(k).

Calling all financial advisors! Starting June 30th, Maine is rolling out its new MERIT savings program.

Beginning June 30th, Maine will require all businesses with five or more employees to register for the state-administered savings program or provide their employees with access to a qualified retirement plan, such as an ePlan Services 401(k).

Your New York clients with 10 or more employees can consider enrolling in Secure Choice, or a provide employees with a qualifying alternative such as an ePlan Services 401(k) retirement plan.

Seasoned financial advisors like you can go above and beyond by estimating your business-owner clients’ eligibility for tax credits right in front of them by using our SECURE Act Tax Credit Estimator.

Did you know that you, as a trusted advisor, can demonstrate your exemplary services to your clients by showing them an estimate of their tax savings in just a few clicks?

Auto-enrollment allows employers to enroll their employees into their company-sponsored retirement plan automatically.

Business owners can choose to enroll in the state-administered savings program, RetireReady NJ, or select a potentially more advantageous option such as an ePlan Services retirement plan.

Now is the time to act in your clients’ best interests and inform them of the new mandate and the details that come along with it.

Certain employers who do not currently offer a retirement plan must enroll in Delaware Earns or another qualifying plan such as an ePlan Services 401(k).

Rhode Island's Secure Choice Retirement Savings Program is not the only option your business-owning clients have. They could also choose a qualifying alternative, like an ePlan Services 401(k) retirement plan.