Plan Sponsor Quarterly Update – Fall 2024

View This Newsletter: Plan Sponsor Quarterly Update – Fall 2024

In this edition, we discuss…

  • Washington Update: Fiduciary Rule Changes, Again
  • Best Practices: Year-End Notice Round-Up
  • Hot Topic: New Flexibility in Employee Benefits Plans — IRS Private Letter Ruling 202434006

 

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Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit-sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.

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