What’s been going on in the retirement & health plan fields? Here we’ll discuss the latest information & best practices for managing your plans.
Using the correct definition of your compensation plan in your 401(k) plan is essential. When it’s wrong, it can cause headaches like failed plan tests, incorrect contributions, or even IRS penalties. Here’s what you need to know to avoid these issues. What...
Ensure accurate year-end 401(k) data for correct contributions, smooth audits, compliance, and efficient plan management.
When companies engage in mergers and acquisitions (M&A), the focus is often on operational integration, financial restructuring, and human resources. However, one area that deserves particular attention is the impact on 401k plans. As a plan sponsor,...
Learn how to track 401(k) payroll deposits, ensure compliance, maintain employee trust, and avoid penalties with best practices and helpful strategies for plan sponsors.
Explore SECURE 2.0’s new age-based catch-up contribution limits for 401(k), 403(b), and 457(b) plans starting January 1, 2025.
Explore essential funding considerations for OPEB plans in Part 4 of our series. Understand VEBA rules, state laws, and strategies for effective benefit payments.
Learn about the considerations involved in funding OPEB plans and the importance of managing plan assets effectively.
Understanding what it means for a plan to be 100% funded and the implications for future benefits and contributions.
Discover payment strategies for Retiree Healthcare (OPEB) plans funded by OPEB trusts. Maximize future benefit payments for retirees. Learn more now
Explore Roth Employer Contributions under Secure 2.0 Act. Optional provision for plan sponsors. Consider implications for taxation and administration.