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Complying with Safe Harbor Deadlines

  • 9/12/2019 10:38:00 AM
All 401(k) plan contributions have deposit deadlines, and it’s up to 401(k) fiduciaries to meet them. Yet, many are unclear about the deadlines applicable to their 401(k) plan. That confusion can easily lead to late contributions.Most of the co...
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It's All in the Design...

  • 9/12/2019 10:38:00 AM
For many new Plan Sponsors, and even those savvy at running company retirement plans, understanding plan design can be daunting. Industry terminology, IRS code sections, and complicated illustrations can make understanding difficult.As a retirement p...
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Bucket List: Retirement

  • 9/12/2019 10:36:00 AM
The economy continues at its strong pace, keeping unemployment at its lowest rate in nearly 50 years. While this is usually good news, employee financial vulnerability is clouding this sunny forecast. The repercussions are impacting their ability to ...
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Protect Your 401(k)

  • 5/28/2019 11:02:00 AM
Though some employers may not think so, the truth is that in today's world 401(k) plans are subject to fraudulent activity and that the often-overlooked retirement plan can be the perfect place for it to occur. For example, in late 2017, several ...
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Automatic Enrollment is on the Rise

  • 5/28/2019 11:01:00 AM
With the future of Social Security in question, it is becoming ever increasingly important for workers to self- prepare for post-retirement living. Studies show that approximately one out of every three eligible workers choose NOT to participate in t...
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The 401(k) Turns 40

  • 3/13/2019 8:48:00 AM
In 2018, the 401(k) plan celebrated its 40th birthday! Though extremely popular today, 401(k) plans came about almost by accident. IRC Section 401(k) was passed into law as part of the Revenue Act of 1978 and was included to limit executive compensat...
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Know Your Options

  • 3/13/2019 8:47:00 AM
If your plan offers a Roth 401(k) provision, your participants might ask, “Which one is better for me?” As the availability of Roth options in 401(k) plans and Roth contribution percentages continue to rise, it’s important to be abl...
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It's Testing Season!

  • 2/27/2019 8:45:00 AM
Qualified plans must perform annual testing to be sure that the plan doesn’t unfairly discriminate in favor of "highly compensated employees" (HCEs) or exceed the contribution limits set forth by the IRS. Depending on your plan provis...
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Port in the Storm

  • 11/29/2018 7:39:00 AM
Natural disasters can cause upheaval in many aspects of victims’ lives and this destruction often extends to financial matters. What should otherwise be routine compliance for plan deadlines can prove difficult in these extreme events and the g...
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'Tis the Season

  • 11/29/2018 7:38:00 AM
It’s the time of year when Plan Sponsors scramble to deliver the myriad notices required to be given to their participants.  Even with the help of service providers, the sheer number of notices can be overwhelming.  Below is a summary...
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