Author: Derren Burrell

From The 401kWire.com, courtesy of, Ameritas, a trusted partner of TAG. Kais Preps a New Small Market Product James Michael Kais Ameritas  Senior Vice President, Retirement Plans Filed on Thursday, September 27, 2018  (401kWire) - Jim Kais and his team will soon launch a new platform for small market 401(k)s. "We're preparing an October introduction...

The 2018 New Plan Safe Harbor or QACA Plan provision effective for Oct 1, 2018, TAG will need to have the signed documents no later than September 17, 2018. General Rule: Generally, the safe harbor notice must be provided within a reasonable period before the beginning of the...