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Automatic Enrollment for 401(k) Plans

  • 4/1/2015 10:39:00 AM
Introduction What is Automatic Enrollment? Eligible Automatic Contribution Arrangement (EACA) Qualified Automatic Contribution Arrangement (QACA) "Generic" Automatic Enrollment Why Automatic Enrollment? Preventing a Test Failure Example #1...
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Timing is Everything

  • 2/1/2015 10:55:00 AM
Introduction Depositing Employee Deferrals Depositing Company Contributions Tax Deductions Not for Profit Organizations Contribution Limits Test Corrections Safe Harbor 401(k) Plans The Ubiquitous "Miscellaneous  Category Conclusion &nb...
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Year-End Compliance Testing Overview

  • 12/5/2014 11:17:00 AM
Introduction Employee Census Data Collection Owners and Officers Highly Compensated Employees (HCEs) Key Employees Related Businesses Required Plan Testing Minimum Coverage Test Average Deferral Percentage (ADP) and Average Contribution Percentage (...
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Hardship Distributions from 401(k) Plans

  • 10/1/2014 11:46:00 AM
Introduction Does the Plan Permit Hardship Distributions? What Qualifies as a Hardship? Are Other Financial Resources Available to the Participant? Plan Loans vs. Hardship Distributions What Funds are Available for Hardship Distribution? Employee De...
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Service and Eligibility - Are You Keeping Track?

  • 9/29/2014 11:57:00 AM
When determining if a participant's eligibility requirements have been met and calculating the years of service with regard to vesting, a few things should be considered.  Here are five principles when it comes to service and eligi...
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Automatic Enrollment

  • 9/22/2014 5:40:00 AM
JJ McKinney, Principal and COO of Retirement Strategies, Inc. contributed this column "Automatic Enrollment" to the Journal of Pension Benefits, produced by Aspen Publishers. Click here to read more about this in-depth a...
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Thoughts on Loans

  • 9/9/2014 5:44:00 AM
JJ McKinney, Principal and COO of Retirement Strategies, Inc. contributed a column to the Journal of Pension Benefits, produced by Aspen Publishers. Click here to read the full article, " 401(k) Plans - Thoughts on Loans."
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Building Pension Administrators

  • 8/19/2014 5:46:00 AM
This article was featured in Plan Consultant, An Official Publication of ASPPA, which is a quarterly magazine for retirement plan professionals.JJ McKinney, CPC, ERPA, QPA, QKA, is a principal and Chief Operations Officer of Retirement Strategie...
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The Ultimate Plan Sponsor Checklist

  • 8/1/2014 5:47:00 AM
Introduction Do you have copies of all the plan documents and records? Are you properly insured as a plan sponsor? Do you timely distribute required documents, notices and educational retirement fund materials to your employees? Are you depositing 4...
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