Setrics Tracker

Knowledge Base

Whether you're planning for tomorrow or 30 years from now, we'll be with you every step of the way to make sure you’re prepared.


Boost Your Executive Benefits with a 457(b) Top Hat Plan

A nongovernmental 457(b) plan, or Top Hat plan, is far different than similarly sounding qualified retirement accounts. In fact, they are not retirement plans at all.


Improvements to the 60-Day Rollover Requirements in Retirement Plans

The Internal Revenue Service (IRS) released Revenue Procedure 2016-47 on August 24, 2016, allowing for a waiver of the 60-day rollover requirement in Sections 402(c)(3) and 408(d)(3) of the Internal Revenue Code (Code).

Health and Welfare, Retirement

DOL Increases Civil Penalties for ERISA Violations

Beginning August 1, 2016, the Department of Labor's (DOL) interim final rule increasing civil monetary penalties increase for failure to follow ERISA's disclosure and reporting requirements goes into effect.


457(b) – A Powerful Way to Reward Government Employees

Retaining and hiring the best and brightest employees often comes down to an attractive benefits package. Offering a 457(b) plan to your employees can be a great way to boost the rewards offered to your most important assets!


Need money from your 403(b) or 457(b) retirement plan? What you need to know.

Are you experiencing tough times? Do you need money from your 403(b) or 457(b) retirement plan? What is the difference between the two?


Updated: Take Action to Save Small-Employer Retirement Plans

A recent, proposed, Treasury Department regulation contains a provision that will make it harder for small businesses to form new retirement plans or maintain their current ones.