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Best Practices for Missing Plan Participants

Best Practices for Missing Plan Participants

Best Practices for Missing Plan ParticipantsIn January 2021, the Department of Labor (DOL) released new guidance on dealing with missing participants – former employees with a retirement account balance. For whatever reason, the cannot be located to deliver withdrawal...

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401(k) Retirement Plan Audit

401(k) Retirement Plan Audit

401(k) Retirement Plan Audit Why does my 401(k) retirement plan need an audit? The 401(k) plan audit is mandated by the Employee Retirement Income Security Act (ERISA) and is intended to make sure a plan is being run correctly. The audit seeks to; (1) review 401(k)...

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