Setrics Tracker

Knowledge Base


Increasing Participation Rate for Your Plan

“Have you thought about how to increase participation rates in your 403(b)/457(b) retirement plan? You’ve come to the right place.”


Is a 457(f) plan right for your company?

Without the right people in the right positions at the right time, the mission of any non-profit cannot be accomplished.


2019 Retirement Plan Limits

IRS released Retirement Plan Limits for 2019. See a summary of the retirement limits for your reference throughout the coming year.


Life Lessons: When Should I Plan for Retirement?

Retirement should be something we all look forward to. A chance to spend extra time with grandkids, playing golf, or traveling. Planning for Retirement is essential to ensure all future plans are well-funded.


Universal Availability-What you need to know.

The IRS requires Universal Availability notices for all employees notifying them of their right to make elective deferrals.


How do IRC loan rules apply to 403(b) and 457(b) plans?

There are important rules and regulations you should be aware of if you are looking to take a loan from your retirement plan.


Catch-Up Contributions and Handling Excess Contributions

In preparation for retirement, it is important to be aware of a few key facts regarding contributions. This allows you to maximize your annual limit and avoid over contributing to your 403(b) and/or 457(b) plan.


2018 Retirement Plan Limits

The IRS released Retirement Plan Limits for 2018. Below is a summary of the retirement limits for your reference throughout the coming year.

Health and Welfare, Retirement

Understanding and Communicating Your Company’s Benefit Plans

Understanding the benefits package of your company and how it operates can be daunting. Communicating it to the rest of the company can prove overwhelming!


Cleaning Up Your Files? Keep the Retirement Plan Documents

It is important to maintain necessary plan records to assist with plan administration as well as remain in compliance with ERISA document retention requirements.