Content by Inspira Financial

  • Expanding Threshold for Automatic Rollovers

    Determine if you need to amend your retirement plan documents under the latest automatic rollover provisions from the SECURE 2.0 Act: The threshold for employers to cash out former employees’ retirement accounts has increased from $5,000 to $7,000. Inspira Financial can help set you up for...

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  • Plan termination services

    Retirement plans may need to be terminated after mergers, acquisitions, or business closures. Inspira Financial can reduce your workload, assist with regulatory compliance, and help smoothly complete the process — creating better outcomes for both you and your employees.

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