3(16) – ABA Retirement Funds Program – PA Bulletin

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PROGRAM RESOURCES
CURRENT ARTICLES

Posts tagged with: 3(16)

Tag: 3(16)

3(16)

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Updates and Enhancements Coming to Sponsor Web in 2025
Smishing – Another Point of Entry for Cybercriminals
Higher Contribution Limits for Retirement Savings Plans
Plan Census Requests – Coming January 2025
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Form 5500 myorangemoney SECURE Act sponsor web compliance testing DOL financial wellness statements employee retention S.A.F.E. Guarantee Personal Choice Retirement Account Self-Directed Brokerage Account PCRA cybersecurity SECURE 2.0 3(16) Mobile App SDBA Voya Retire extension ERISA Compliance beneficiary employee benefits HSA estate planning survey cost of living inflation medical expenses irs contribution limits social security epag infographic webinar

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Participants show concerns regarding their retirement savings in the current economic environment.
Do your employees understand their beneficiary designations?
Form 5500 Has Been Modified – Read on to Be Aware of Changes

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To learn more about the ABA Retirement Funds Program visit abaretirement.com or contact us directly.

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Please read the Program Annual Disclosure Document (April 2024) carefully before investing. This Annual Disclosure Document contains important information about the Program and investment options. For email inquiries, use: contactus@abaretirement.com and include your 6-digit plan number.

Schwab Personal Choice Retirement Account® (PCRA) is offered through Charles Schwab & Co., Inc. (Member SIPC), a registered broker-dealer which also provides other brokerage and custody services to its customers. ©2024 Charles Schwab & Co., Inc., (Member SIPC). All rights reserved.

Charles Schwab & Co., Inc., Voya Financial®, and ABA Retirement Funds are not affiliated and are not responsible for the products and services provided by the other.

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