GVA Salesforce: Record Type Update
New Record Type: Individual/Person Account
New client account records are now being created as “Individual/Person Account” type records. Additionally, records that exist as a “Contact” typeRead More
GVA Salesforce Updates: Linking Investment Records
GVA’s custom updates and improvements to its GVA Salesforce platform are ongoing. This week’s announcement looks at linking investment records. Please see our dedicated
SECURE Act 2.0 – So what now?
By now you have all likely read about or received countless emails about the long-awaited SECURE 2.0 Act provisions, contained in the $1.7 trillion ConsolidatedRead More
Introducing GVA Small Account Solution
We are excited to announce the GVA Small Account Solution (SAS) service. Whether you’re still growing your practice, or looking to scale back, let usRead More
New Email for GVA Salesforce
GVA is dedicated to helping you understand our customized GVA Salesforce environment so to make it easier to contact us with any questions pertaining toRead More
401k and Retirement Plan Limits for Tax Year 2023
On October 21, 2022, the Internal Revenue Service announced that employees in 401k plans will be able to contribute up to $22,500 next year.
The IRSRead More
Retirement Plan Fiduciary Liability Insurance
A survey of fiduciary liability insurance carriers offers insights on prioritizing and managing fiduciary duties
As an employer sponsored retirement plan’s assets increase, plan sponsors shouldRead More
How Safe is Your 401k Plan from Litigation?
With the record number of fiduciary breach lawsuits against 401k plans in the past couple of years, how safe is the average 401k plan?
The onslaughtRead More
Advancing Auto-Portability Act of 2022
New legislation introduced in the Senate in June would allow workers’ 401(k) savings accounts to be automatically rolled over from a previous employer to aRead More
New 90-Day IRS Compliance Program
In their June 3rd Employee Plans Newsletter, the IRS announced a new 90-day Pre-Examination Compliance Pilot Program. Under the program, which isRead More
May 24: Expert Insights for Optimal Performance Series (Session #3 of 4)
We’re pleased to invite you to join Mindset: A Blueprint of Certainty During Uncertain Times, the third session of the Expert Insights for Optimal PerformanceRead More
Crypto in Your 401k?
In March, the DOL published a Compliance Assistance Release on offering cryptocurrencies within 401k plans in response to several retirement industry firmsRead More
