Important Changes in Roth In-Plan Conversion Rules (PARTNER’S EDGE NEWSLETTER 7.28.14)
In this issue we want to provide you a brief summary of the recent changes and current rules governing Roth In-Plan Conversions while giving you an overview of how RiversEdge can help you work with your clients to support Roth account requirements… READ MORE
3 Powerful Reasons to Encourage Sponsors to Revisit Plan Features (PARTNER’S EDGE NEWSLETTER 6.16.14)
Though an employers’ resistance to revisiting their decisions and making provision changes is understandable, you have to wonder; are these Plan Sponsors missing important opportunities? Should we be encouraging them to revisit plan features?Here are three powerful reasons to encourage Plan Sponsors to take a look at their plan features… READ MORE