Explore mandatory Roth catch-up contributions and vital insights for plan sponsors. Prepare for upcoming changes now.
Mandatory Roth Catch-Up Contributions – Another Secure Act 2.0 Provision
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Plan Administration
Secure 2.0 for Defined Benefit Plans
Secure Act 2.0 has important updates for Defined Benefit Plans, including increased RBD age and reduced excise tax on missed RMDs. Stay up-to-date with these crucial changes to ensure your retirement plan is compliant.
What a Failed ADP/ACP Test Means
Ensure your 401k retirement plan allows your employees to save the maximum amount allowed by understanding and utilizing ADP/ACP testing.
Retirement Plan Enrollment Best Practices
Ensure your company possesses the retirement plan enrollment processes, forms, standards, and records required to avoid costly penalties.
Best Practices for Missing Plan Participants
In January 2021, the Department of Labor (DOL) released new guidance on dealing with former employees or missing plan participants.
Understanding Your Retirement Plan’s Force-out Provisions
Are you aware of your plan’s force-out provisions? How force-out’s are handled is a plan document issue and must be followed.
Common Mistakes to Avoid in Your Employee Benefit Plan
Employee benefit plans are required to meet a number of requirements. In this article, we review the most common mistakes.
It is Time Again to Rewrite Your Defined Contributions Plans
IRS has recently announced that employers with pre-approved defined contribution plans (401(k), profit sharing and money purchase) will need to have their plan documents rewritten within the next two years. The deadline to do so is July 31, 2022. IRS goes through this...
Review Your Retirement Plan
Retirement Plan errors can be costly & time-consuming. Periodically review your retirement plan to avoid issues and ensure it’s operating in compliance.
2019 IRS Operational Compliance List
The 2019 IRS Operational Compliance List has been posted! This guide helps plan sponsors understand the compliance changes effective in the upcoming year.