Keeping Abreast of Plan Loan Rules

  • 10/17/2016 7:35:00 AM
The first question on many FAQs for 401(k) plans is: How do I borrow from my plan? But just because the question is often asked, doesn’t mean the answer is simple. In fact, the rules governing retirement plan loans are rather complex because they...
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DOL Issues New Fiduciary Rule

  • 8/17/2016 12:14:00 PM
The Employee Retirement Income Security Act of 1974, also known as ERISA, helps protect those saving for retirement by mandating certain fiduciary responsibilities of those working in the retirement plan industry. In April 2017, the rules governing t...
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Managing the Inevitable

  • 6/9/2016 5:54:00 AM
This month's newsletter is all about "Fun with Forfeitures." Can forfeitures be fun? Does alliteration - finagling forfeitures, fooling around with forfeitures, finessing forfeitures - make it more fun than it really is? Probably. But f...
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Getting It Right: Your Form 5500

  • 4/12/2016 6:31:00 AM
If your business offers a 401(k) plan—or another type of qualified retirement plan—you have been completing and submitting a 5500 form every year since the plan was initiated. And every year the IRS, the Department of Labor and the Pensio...
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Part-Time Employees in 401(k) Plans

  • 2/5/2016 6:47:00 AM
Part-time employees may play an important role in your business, which can be a good thing for your bottom line - and can allow welcome flexibility for your employees, too. Many companies, from manufacturing to health care, are reaping the benefits o...
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Determining Retirement Plan Compensation

  • 12/15/2015 7:07:00 AM
It might not surprise you to hear that the IRS has some fairly complicated rules governing compensation levels and retirement plan contributions. In fact, the IRS reports that a good number of plan sponsors get this key issue wrong - a mistake that c...
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Plan Fiduciary's Responsibilities

  • 10/20/2015 7:21:00 AM
The term “fiduciary” gets used a lot these days; sometimes, we suspect, without a true understanding of what the term means and how fiduciary responsibility applies to our industry. It’s a corner of the retirement plan industry that...
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The IRS is Back with Some Brand New Corrections

  • 9/2/2015 7:33:00 AM
September 2015 NewsletterWhen Mistakes HappenWhen we work with you as your third-party administrator, we commit to keeping your retirement plan compliant and error-free. And we take that commitment seriously. But as the saying goes, mistakes happen, ...
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The Right Combination for Your Retirement Plan

  • 8/4/2015 8:28:00 AM
Introduction Setting the Stage The Defined Benefit Component Eligibility Crediting Interest Contributions Top Heavy Minimums Limits on Tax Deductions Flexibility Funding Requirements Conclusion Although not a new design, there has been renewed ...
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The Best Plan to Drive Your Retirement Needs

  • 6/1/2015 10:33:00 AM
The Best Plan to Drive Your Retirement Needs  Introduction Lease or Purchase Defined Benefit (DB) Plan Defined Contribution (DC) Plan The Car Lot Compact or Full Size? One-Car Garage Eligibility Employee Deferrals Matching Contributions Profit S...
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