Jan 11, 2025 | 401(k), Government Regulation, Participants, Retirement Plans
Now that 2024 has arrived, it brings with it new changes that significantly impact retirement plans, specifically for part-time employees who have been working for your organization for a long time. The SECURE Acts have ushered in modifications to retirement...
Dec 3, 2024 | 401(k), Contributions, Participants, Plan Sponsors, Retirement Plans
For plan sponsors and participants alike, managing retirement plans is essential. It seems every year brings with it rule changes and new regulations and 2025 will be no different. Therefore, being aware of the changes the new year will bring is an important part of...
Oct 8, 2024 | Plan Sponsors
When you’re a plan sponsor or an administrator, you have a big role to play in managing a retirement plan. It’s not just about handling money: it’s about being trustworthy, making smart decisions, and always looking out for the people in the plan....
Sep 23, 2024 | Plan Sponsors
As retirement plan administration continues to evolve, staying compliant with the Employee Retirement Income Security Act (ERISA) is crucial for plan sponsors. The complexities of annual notices and disclosures can be daunting, but understanding these requirements is...
Aug 15, 2024 | 401(k), Plan Sponsors
When managing your organization’s retirement plan, there will be times when you’ll need to completely re-write your plan document. This is often prompted by changes in 401k policies. Drafting a new plan document brings with it a set of 401k restatement requirements...
Jul 22, 2024 | Retirement Plans
When it comes to learning about retirement planning, information about 401(k)s and other qualified retirement plans are abundant. Just look at our blog and you’ll find a wealth of helpful knowledge. Yet sifting through the complexities of a non-qualified plan can feel...
