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Retirement Plans and the New SECURE 2.0 Act

After months of discussion, Congress has officially passed the SECURE 2.0 Act of 2022. The SECURE 2.0 Act aims to make it easier for Americans to save while also encourages small businesses to adopt retirement plans. Denise Woods summarizes everything you…
By: Denise Woods On December 29, 2022, Congress passed the long-awaited SECURE 2.0 Act of 2022 (SECURE 2.0 or the Act).  While SECURE 2.0 aims to make it easier for… https://www.weinsteinspira.com/blog/2023/01/retirement-plans-and-new-secure-20-act/

9 Creative Ways to Increase Retirement Plan Participation

How can you provide information and gain trust to increase retirement plan participation? Check out Denise’s top ideas to grow employee enrollment.
By Denise Woods Companies that offer retirement plans know how hard it is to incentivize people to take complete advantage of this benefit. The hesitancy could be due to a… https://www.weinsteinspira.com/blog/2021/11/9-creative-ways-increase-retirement-plan-participation/

5 Common Myths About Employee Benefit Plan Audits

“If you treat the EBP auditors nice, they will never want to leave.” This and other myths cleared up by employee benefit plan audit guru, Denise Woods.
By Denise Woods In my 23 years of auditing Employee Benefit Plans (EBPs), I have found there to be several misconceptions surrounding the EBP audit process. In this article, I… https://www.weinsteinspira.com/blog/2019/01/5-common-myths-about-employee-benefit-plan-audits/

401(k) Plans According to Millennials

Our team wanted to get millennials’ take on their 401(k) plans. We asked them questions around their company’s policies and how they are saving for retirement.
by Denise Woods A fresh, new year always brings up resolutions. These hopes and dreams usually surround health, love and money (and follow with many questions).  Some of the… https://www.weinsteinspira.com/blog/2018/02/401k-plans-according-millennials/