Retirement plans are governed by many sections of the Internal Revenue Code. For most business owners, those numbers mean very little on their own. Sections like 404, 415, or 401(a) often appear in plan documents and compliance discussions, yet their …
Retirement plans are long-term strategies that rely on careful design, ongoing attention, and informed decision-making. Here are some of the most common retirement plan mistakes we see, and how to avoid them…
When plans are …
Author
Mike Lee | CPC, QPA, CBS, ERPA, Partner | Mike joined the firm in 2014 and now leads as Partner, bringing deep expertise in Defined Benefit, Cash Balance, and Combination Plans. His leadership of the actuarial department and commitment …
AUTHOR
Shawn Parker | CPC, QPA, ERPA, Partner | Shawn joined Nydia Retirement Solutions, right out of college in 2009. Now a partner, he oversees the 401(k) department along with key internal operations, marketing, and business development. With deep …
Author
Mike Lee | CPC, QPA, CBS, ERPA, Partner | Mike joined the firm in 2014 and now leads as Partner, bringing deep expertise in Defined Benefit, Cash Balance, and Combination Plans. His leadership of the actuarial department and …
AUTHOR
Shawn Parker | CPC, QPA, ERPA, Partner | Shawn joined Nydia Retirement Solutions, right out of college in 2009. Now a partner, he oversees the 401(k) department along with key internal operations, marketing, and business development. With deep expertise …
Author
Mike Lee | CPC, QPA, CBS, ERPA, Partner | Mike joined the firm in 2014 and now leads as Partner, bringing deep expertise in Defined Benefit, Cash Balance, and Combination Plans. His leadership of the actuarial department and commitment …
AUTHOR
Henry DeSpain | APA, QPA, ERPA, Partner | With over 30 years in the retirement plan industry, Henry has been a driving force in our company growth and culture. Since joining the firm in 1994, he has specialized …
Author
Adele Becht | QKA, QPA – Retirement Plan Consultant | With over 20 years in the 401(k) industry, Adele has developed deep expertise across all aspects of Defined Contribution Plans, from initial implementation to final plan termination. Her comprehensive …
