Jeff McDonald
@McDonaldJeffRAsst. Director, Consulting-The Principal®. Covering retirement plan design, retirement readiness, and plan mergers, including plan sponsor and advisor roles.
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Spring cleaning to-do list: Think about nondiscriminatory availability of benefits & improving participant outcomes. wp.me/p3tYSR-2Ey
Like spring cleaning, when changing retirement plans make sure it’s done right to avoid problems in the future. wp.me/p3tYSR-2Ey
Is improving participant outcomes on your spring cleaning to-do list? Find out why it should be. wp.me/p3tYSR-2Ey
Spring has sprung! Find out why spring cleaning is important for more than your house! wp.me/p3tYSR-2Ey
Automated plan features, safe harbor plan design and priorities! wp.me/p3tYSR-2DQ
Whether with home life, work or setting retirement plan goals, prioritization is key to success! wp.me/p3tYSR-2DQ
Prioritize to help maximize a plan sponsors goals and objectives. wp.me/p3tYSR-2DQ
With so many variables going into a retirement plan, it’s critical for a plan sponsor to prioritize. wp.me/p3tYSR-2DQ
Be fair when inviting people to a 90th birthday party and retirement plans. wp.me/p3tYSR-2Cz
Don’t let forgotten controlled group members cause you an expensive fix! wp.me/p3tYSR-2Cz
Are there employees in your company family tree but not in your plan? Why you need to know! wp.me/p3tYSR-2Cz
If your plan doesn’t cover all employees, are you meeting the minimum coverage requirements to prove its fair? wp.me/p3tYSR-2Cz
Types of control groups as defined by the IRS and how it may affect your organization’s retirement plan wp.me/p3tYSR-2BZ
Which family members should be invited to your company retirement plan party? wp.me/p3tYSR-2BZ
Don’t let your company’s crazy aunt disrupt your organization’s retirement plan goals wp.me/p3tYSR-2BZ
Are safe harbor plan design features worth the risk and added expense? wp.me/p3tYSR-2BH
Understanding the effects of compensation and contributions. wp.me/p3tYSR-2BH
Compensation and contributions in retirement plans. wp.me/p3tYSR-2BH
Does your compensation definition align with the objective of your retirement plan? #showmethemoney wp.me/p3tYSR-2Av
Tips to help create comfort with a retirement plan’s compensation definitions wp.me/p3tYSR-2Av
![Instructional Designer [by day] 📝
Creative and Strategic [by nature]💃 Energized and Driven [by copious amounts of coffee]☕](https://pbs.twimg.com/profile_images/1610282738824749057/jONDFVPi.jpg)
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