Apr 2, 2025 | Plan Sponsors
Keeping employee census data accurate might not seem like a big deal—until something goes wrong. A simple mistake in a birthdate, hire date, or compensation record can lead to compliance issues, financial miscalculations, and frustrated employees. Having precise data...
Feb 17, 2025 | 401(k), Government Regulation, Plan Sponsors
SECURE 2.0 is a game-changer for retirement savings, bringing significant updates to employer-sponsored plans. Understanding these changes is crucial for plan sponsors, especially as we approach key implementation dates in 2025 and 2026. This blog post will break down...
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...
