Why Clean Year-End Data Matters for Your 401(k) Plan
Ensure accurate year-end 401(k) data for correct contributions, smooth audits, compliance, and efficient plan management.
How Mergers and Acquisitions Impact 401k Plans: What Plan Sponsors Should Know
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, understanding...
Tracking Payroll Deposits to a 401(k): A Guide for Plan Sponsors
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.
Catching Up to the New Age-Based Catch-Up Contribution Limits
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.
Part 4: OPEB Funding Considerations: Understanding Laws & Benefits
Explore essential funding considerations for OPEB plans in Part 4 of our series. Understand VEBA rules, state laws, and strategies for effective benefit payments.
Part 3: Contributions to and benefit payments from Retiree Healthcare Plan Assets – If the recommended contribution is $-0-, may benefits be paid from the OPEB plan trust?
Learn about the considerations involved in funding OPEB plans and the importance of managing plan assets effectively.
Part 2: Contributions to and benefit payments from Retiree Healthcare Plan Assets – What does it mean that a plan is 100% funded?
Understanding what it means for a plan to be 100% funded and the implications for future benefits and contributions.
Contributions To And Benefit Payments From Retiree Healthcare Plan Assets
Discover payment strategies for Retiree Healthcare (OPEB) plans funded by OPEB trusts. Maximize future benefit payments for retirees. Learn more now
Guidance for Roth Employer Contributions
Explore Roth Employer Contributions under Secure 2.0 Act. Optional provision for plan sponsors. Consider implications for taxation and administration.
2024 Plan Limits Released
The 2024 Cost-Of-Living Adjustments affecting employee benefit plans include the annual limits for Social Security Taxable Wage Base.
An Explanation of 401(k) Plan Forfeitures, How and When They Should be Used
Discover the ins and outs of 401(k) plan forfeitures – when and how to leverage them effectively. Uncover the key insights for smart financial planning.