Florida Retirement Consultants is committed to supporting each of our clients in gaining the greatest value from their relationship with us. We are pleased to share our Employer Connect Video Series which features information every plan sponsor should know. We invite you to watch the videos and contact us to discuss how this information applies to your specific situation.

Paying Fees From Plan Assets

Paying Fees From Plan Assets

 Download The Action DocCOVID-19 is obviously causing financial stress and, when it comes to your qualified retirement plan, you may be looking for ways to reduce expenses. You have the option to use plan assets to pay some plan expenses, as long as you follow Department of Labor and IRS rules....
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How the CARES Act Applies to Your Retirement Plan

How the CARES Act Applies to Your Retirement Plan

IMPORTANT HIGHLIGHTSThe Coronavirus Aid, Relief and Economic Security (CARES) Act includes provisions that may apply to your retirement plan. Here are some important highlights to know first.The CARES ACT expands and relaxes rules on withdrawals, participant loans, and defers mandatory distributions...
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SECURE Act

SECURE Act

 Download The Action Doc The goal of our nation’s retirement system is to create more opportunities for American workers to save and to make it easier for employers like you to start and maintain benefit plans. With this in mind, Congress just passed, and the President signed the SEC...
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Your World Evolves and Your Retirement Plan Should, Too

Your World Evolves and Your Retirement Plan Should, Too

 Download The Action Doc The written version of your retirement plan, your plan document, defines how the plan operates. Naturally, when you started your plan, it reflected what we knew about you and your company at that moment in time.But as time passes, many things in your world may chan...
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Encourage Greater Participation with a QACA Safe Harbor

Encourage Greater Participation with a QACA Safe Harbor

 Download The Action Doc You already know that a 401(k) is a very popular retirement plan and, like other plan designs, it allows your employees to take advantage of tax deferrals on contributions and earnings while their money accumulates for retirement. To enjoy this special status, the ...
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It’s Time to Restate Your Defined Benefit Plan Document

It’s Time to Restate Your Defined Benefit Plan Document

 Download The Action Doc  Every retirement plan is required to have a formal written document that spells out how it operates.When Congress passes new laws that impact how retirement plans work, the IRS and other agencies create new regulations to reflect these changes and, as you might ex...
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Aligning Plan Design with Your Goals

Aligning Plan Design with Your Goals

 Aligning Plan Design with Your GoalsDownload The Action Doc Most of us live in homes that were not custom-designed for us. We adapt to them rather than expect them to be optimized to how we like to live. Most retirement plans are sold the same way. Companies buy something off the shelf th...
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Advantages of an Unbundled Retirement Plan Solution

Advantages of an Unbundled Retirement Plan Solution

 Advantages of an Unbundled Retirement Plan SolutionDownload The Action Doc There are some things we're happy to buy right off the rack. After all, mass production usually means consistency and cost-savings. On the other hand, when we do buy off the shelf, we compromise on individual choic...
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Understanding Financial Statement Audits

Understanding Financial Statement Audits

 Understanding Financial Statement AuditsDownload The Action Doc While we hope you have never had to experience it, you're no doubt familiar with the idea of an audit of your personal or corporate tax return. But you may not be familiar with an audit of your qualified retirement plan. Ther...
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