EACH Enterprise, LLC

03/11/2026

Higher education institutions are dedicated to delivering exceptional retirement plans that empower their faculty and staff to thrive. Discover how Transamerica's "Retirement Plan Trends in Higher Education" report can help institutions and their advisors enhance their plans and foster a brighter future. We're committed to helping Americans unlock their full potential - today and in retirement. Learn more about Transamerica's report findings here: https://lnkd.in/gJwmiuYX

Higher education institutions are committed to providing competitive, effective retirement plans for their faculty and staff. Read our “Retirement Plan Trends in Higher Education” report to see how Transamerica can help institutions and their advisors benchmark and strengthen their plans. We’r...

03/09/2026

TRUMP Accounts Unpacked. Exclusive for member recordkeeping service providers of the EACH Roundtable: Interactive conversation with Eric Slack and Katie Kohn of Thompson Hine LLP March 18 at 2 p.m. Eastern. Discussion moderated by Retirement Advisor Council Compliance, Risk Management, and Government Affairs committee chair Amber Kendrick Carone, CPFA, CRPS of Procyon

Recordkeeping service providers: to find out if your company is a member, to enquire about membership and join the session, contact Eric Henon

12/05/2025

Perfect Connections
Puzzle #908
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10/14/2025

Do you work with retirement plan sponsors or their advisors regularly? If one of your clients is considering reversing a good-order cash distribution due to a participant request, it is essential to provide them with guidance to avoid complications.

Read https://eachenterprise.com/index.php/blog to help reduce the frequency of such instances. If the transaction is in good order and the participant has completed Form W-4R, reversing the transaction is unwise.

Thank you to the members of the EACH Roundtable - Operations for highlighting this important issue.

This article provides guidance for administrators of 401(k), 403(b), and 457 retirement plans on participant requests to reverse a cash distribution of plan assets in good order, even if the participant misunderstood the tax implications. The article outlines the legal, financial, operational, and f...

07/14/2025

Is the Roth catch-up contribution mandate for F**A earners over $145k in SECURE 2.0 giving you heartburn? Check out https://payrollexcellence.us/index.php/edi-standards-2 the EDI standards of the Coalition for Payroll Excellence published today. Starting analysis and development will allow HCM / Payroll platforms to be in compliance come 12/31/2025.

05/31/2025

Receiving the 2025 Vision Award on behalf of the Retirement Advisor Council at the PLANADVISER Awards reception at Chelsea Piers in Manhattan.

Winners were announced at the Industry Leader Awards dinner in New York along with recognition for top advisers and the launch of a new awards program to recognize excellence in operations.

05/07/2025

Exceptionally productive 2025 Annual Meeting of the EACH Roundtable -Implemenation was exceptionally pr. Attendance was up, and engagement even better than usual. Take-aways: 15 initiatives to implement between now and year-end 2025, including some to establish or to refine standards, especially as it relates to SECURE 2.0 features where DOL guidance is still needed. Several other initiatives will help plan sponsors who are going through their first-ever service provide transition. Once again, we have helped our clients set the pace and leap ahead of the competition. Thanks Corebridge Financial , Empower, FIS Global/ T. Rowe Price , Infosys / Vanguard , Manulife John Hancock Retirement, The Standard , TruStage, and Voya Financial.

01/01/2025

Wishing all our clients, members, business partners, employees, contractors, suppliers and stakeholders a very successful 2025!

12/24/2024

Wishing all members, clients, supporters, staff, contractors, suppliers, business partners, their friends and families a very Merry Christmas! 🎄

12/09/2024

Members of the EACH Roundtable - Conversion / Implementation do not want to miss this session with Alexandra "Alex" Hall Richardson of Mercer and Max Denler of Alliant Insurance Services. Their views will challenge conventional thinking on timelines and payroll feed setup. I am grateful to both for their insights and contribution to industry advancement.

11/27/2024

Happy Thanksgiving to our members, clients, supporters, staff, contractors, partners, friends and families. We are particularly grateful for our relationship with retirement plan investing trade groups and publications, including American Benefits Council, Anova Consulting Group, American Retirement Association, American Society for Healthcare Human Resources Administration (ASHHRA), American Society of Pension Professionals and Actuaries, Cerulli Associates, Coalition for Payroll Excellence, CUPA-HR , Employee Benefit Research Institute, The ERISA Industry Committee, Investment Company Institute, LIMRA, Greenwald Research, NACUBO, NAGDCA, National Association of State Retirement Administrators, The National Center for Employee Ownership (NCEO), Pension Rights Center, Plan Sponsor Council of America, Retirement Advisor Council, The SPARK Institute, Inc., SHRM, The ESOP Association, Worldwide Employee Benefits Network
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