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Understanding Annual 401(k) Compliance Testing
If you administer Defined Contribution (DC) Plans, like a 401(k), you’re likely familiar with the rigorous...
How To: Get Your 401(k) Plan Organized in the New Year
As a plan sponsor, one of your primary duties is to ensure your plan data is organized. The start of each year...
How to Prepare for 401k Compliance Testing: 5 Key Areas
January 1st brings anticipation for the future, a fresh start, and a chance to get organized. And for business...
Understanding the New Roth Catch-Up Contribution Rules
If you are a business owner or plan administrator who sponsors a 401(k) or 403(b) plan, there’s an important...
Involuntary Distributions and Force Out Limits
When employees leave your company, their retirement plan balances don’t always go with them. Over time, those...
Potential Consequences of Not Providing Notices and Required Disclosures (Pt. 3 of 3)
As a plan administrator or employer, it is your responsibility to provide specific notices and required...