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.


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.


New Fiduciary Rule

This morning the Department of Labor (DOL) released final regulations addressing conflicts of interest in retirement plan advice. Popularly known as the “fiduciary rule”, the final regulations impact persons that provide “covered investment advice."


The Interaction between State Pension and a 457(b) FICA Alternative Plan

Let’s say a full-time teacher retires and begins receiving a distribution from their state pension. Later, they decide to go back to work as a substitute teacher. How is their plan affected?


Retirement Plan Basics – Missed Deferral Opportunities

One of the more difficult areas in retirement plan compliance is making sure that all eligible participants that wish to contribute to a retirement plan are given the opportunity to do so.


Comparison of 401(k) and 457 Plans

Who can sponsor a 457 savings plan? What are the different types of 457 plans and what advantages do each provide as compared to a tradition 401(k) type savings plan?


Unrelated Business Taxable Income

Unrelated Business Taxable Income (UBTI) generally means any gross income gained from any unrelated business regularly conducted by an exempt organization. Whether the income is UBTI depends on the type of tax-exempt organization that produces the income.