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Tag Archive

Below you'll find a list of all posts that have been tagged as “401(k) Specialist”

Strategic asset decumulation: The key to predictable lifetime income for participants

Mindy Zatto, FSA, EA, FCA, MAAA, MSPPA January 27, 2023Thought Leadership

Helping DC plan participants reach their retirement funding goals is only half of the picture. Learn why and how plan sponsors can help participants efficiently transition to decumulation.

401(k) Specialistdefined contribution (DC) plansgroup annuitieslump-sum windowrequired minimum distribution (RMD)safe harborSECURE Act

New outline of SECURE 2.0 provisions offers guidance for plan sponsors

Brian Anderson, Editor in Chief of 401(k) Specialist January 5, 2023Thought Leadership

CliffsNotes-like summary provides help for mid- to large-size retirement plan sponsors trying to navigate the expansive new legislation

401(k) Specialistdefined contribution (DC) plansDOLnondiscrimination testingrequired minimum distribution (RMD)SECURE Act

ABOUT SBA

Founded in 2002, SBA is a nimble, boutique consulting firm dedicated to solving the benefits-related issues faced by our clients. Our objective, fee-for-service engagements combine the experience of large firms with high-touch service, enthusiastic attention to detail and cost-effective pricing. We take on our clients' most complex retirement, health and other benefits challenges by mobilizing quickly to develop practical, creative and customized solutions that save money, eliminate unneeded effort and improve stakeholder satisfaction. SBA is a Woman-Owned Small Business (certification through the Small Business Administration).

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