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Along with advisors, third party administrators, and participants, plan sponsors are the users who ensure systems truly meet the evolving needs of all involved. When the voices of plan sponsors and employers lead the conversation, everyone benefits, from front-line administration to overall participant outcomes.

Many small business owners think about retirement plans the same way they think about taxes, something to deal with right before the deadline. It’s common to wait until tax season to consider SEP IRA benefits or SIMPLE IRA benefits, once the numbers are final and the pressure is on.