In this article: Introduction What is a Top Heavy Plan? How is Top Heavy Calculated? Consequences of Being Top Heavy Impact on 401(k) Plans How to Avoid Top Heavy Contributions i...

In this article: Introduction Fidelity Bond Qualified Default Investment Alternatives (QDIAs) Co-Fiduciaries Participant Investment Direction and 404(c) Compliance Service Provid...

In this article: Introduction Advantages of Increased Participation Methods of Increasing Participation Relaxed Eligibility Requirements Automatic Enrollment Matching C...

In this article: Introduction Plans Subject to the Disclosure Requirements Compliance Dates Who Must Provide the Disclosures? Designated Investment Alternatives Plan-Related Information Investment-Related Information ...

In this article: Introduction Why do we Care? Count the Cost Stand and be Counted Tell the Participants Tell the IRS What are the Options? Small Balances Larger Balances Fees Residu...

In this article: Introduction 404(c) Basic Requirements Automatic Disclosures Disclosure on Request I complied with 404(c), and all I got was this lousy T-shirt ...

In this article: Introduction Why is Fee Disclosure such a Big Deal? What is the Solution? Are all Service Providers Required to Comply? Investment Professionals Platfor...