Summer 2021 – Benefit Insights Newsletter Missing Participants: Ready or Not Here I Come! Safe Harbor: A Cure For Your Testing Headaches Looking to Maximize Savings? Cash Balance Could Be the Answer! Upcoming Compliance Deadlines for Calendar-Year Plans Missing Participants: Ready or Not, Here I Come! Most plan sponsors can relate to the trials and tribulations…
DetailsSpring 2021 – Benefit Insights Newsletter Retirement Planning is a Team Sport Some would say that retirement plan administration is a team sport! Putting together technical and compliance competence with ongoing investment and fiduciary expertise is key to keeping your plan healthy and participants happy. So, what roles and responsibilities should you look to fill for…
DetailsWinter 2021 – Benefit Insights Newsletter The MEP/PEP Debate: Are We Better Together? Terminated Employees? Important Relief is Here. Is There Pandemic Relief For Late Deposits? Upcoming Compliance Deadlines for Calendar-Year Plans The MEP/PEP Debate: Are We Better Together? When we talk about retirement plans, many employers think of single employer retirement plans. A single employer retirement…
DetailsFall 2020 – Newsletter Cost of Living Adjustments for 2021 | Cycle 3 Plan Document Restatements | Required Year-End Participant Notices | The CARES ACT Update | The SECURE Act Reminders | Upcoming Compliance Deadlines for Calendar-Year Plans COST OF LIVING ADJUSTMENTS FOR 2021 On October 26, 2020, the IRS announced the Cost of…
DetailsElectronic Delivery Could Save Billions IRS Issues Additional Pandemic Relief Upcoming Compliance Deadlines for Calendar-Year Plans Summer 2020 Newsletter Electronic Delivery Could Save Billions On May 21, 2020, the U.S. Department of Labor and the Employee Benefits Security Administration (EBSA) announced the publication of a final rule that will allow employers to communicate the required…
DetailsUnderstanding the CARES Act, Upcoming Compliance Deadlines for Calendar-Year Plans, Ask the Experts Spring 2020 Newsletter Understanding the CARES Act Upcoming Compliance Deadlines for Calendar-Year Plans Ask the Experts Understanding the CARES Act On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a massive relief bill for those suffering…
DetailsHow the SECURE Act is Changing Retirement | Upcoming Compliance Deadlines Winter 2020 Newsletter How the Secure Act is Changing Retirement Upcoming Compliance Deadlines How the SECURE Act is Changing Retirement On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE Act represents some of…
DetailsIRS Announces Limits for 2020 Safe Harbor 401(k) Plan Design Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) The Final Rule on Hardship Distributions Fall 2019 Newsletter IRS Announces Limits for 2020 Safe Harbor 401(k) Plan Design Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) The Final Rule on Hardship Distributions IRS Announces Limits for 2020 On…
DetailsSummer 2019 Newsletter Bucket List: Retirement Complying with Safe Harbor Deadlines It’s All in the Design… Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) Bucket List: Retirement The economy continues at its strong pace, keeping unemployment at its lowest rate in nearly 50 years. While this is usually good news, employee financial vulnerability is clouding this…
DetailsAutomatic Enrollment is on the Rise | Protect Your 401(k) Spring 2019 Newsletter Automatic Enrollment is on the Rise Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) Protect Your 401(k) Automatic Enrollment is on the Rise With the future of Social Security in question, it is becoming ever increasingly important for workers to self- prepare for…
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