Common Wealth Expands Platform to Modernize Defined Contribution Pension Plans (DCPPs)

Common Wealth is bringing home the Pensions & Investments WorldPensionSummit Award for Technology Innovations.

ARTICLES

Turning CAP Changes into Opportunities: How Advisors Can Grow with the New Guidelines

The recent updates to the Capital Accumulation Plan (CAP) Guidelines mark the biggest changes in over 20 years. These guidelines are the cornerstone of how ...

Designating your beneficiaries in retirement planning

A crucial part of retirement planning is designating one or more beneficiaries for your Common Wealth plan. You’ll want to consider some factors when deciding ...

Man finding his LIRAs and consolidating them in his Common Wealth plan

Your guide to finding and consolidating post-employment pension funds

Managing retirement savings can be a complex affair, especially when dealing with multiple accounts.

Common Wealth shines on the global stage as most innovative in the retirement industry

We’re so happy to have been named the Most Innovative Company in the Pension & Retirement Industry in the 17th annual World Finance Awards.

Year-end tax reporting deadlines for employers

Year-end tax reporting deadlines for 2023

To help make sure that all of your 2023 payroll contributions are counted for this tax year, and your employees get the tax documents...

Advisor speaking to client about changes to CAP Guidelines

Navigating the future: Regulatory shifts in group retirement plan governance

The group retirement landscape is on the brink of significant changes with the upcoming revisions to the CAP Guidelines.