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...
Jun 19, 2024 | Government Regulation, Plan Sponsors
Welcome to the world of retirement plan administration! As a new plan sponsor, you have taken on an essential role within your organization with longstanding impact. You’ll find you have many responsibilities, a key amongst them being your fiduciary responsibility....
May 16, 2024 | Government Regulation, Plan Sponsors
ERISA 404(c) serves as the linchpin of retirement plan success, providing vital protection to plan sponsors while granting participants the opportunity to take control of their investment decisions. It’s an important section of ERISA, yet many are unaware of its...
