by Taylor Brown | Mar 27, 2014 | Uncategorized
Year-End Compliance Testing Overview The end of the calendar year is fast approaching which means the plan year end for many qualified plans. It will be time for plan sponsors to collect complete employee data to enable their service providers to perform the numerous...
by Taylor Brown | Mar 27, 2014 | Uncategorized
Hardship Distributions from 401(k) Plans It’s four o’clock on Friday afternoon and there’s a knock on the door of the Human Resource Manager’s office. It’s Zachary, a fairly new employee who entered the company’s 401(k) plan last...
by Taylor Brown | Mar 27, 2014 | Uncategorized
The Ultimate Plan Sponsor Checklist While they don’t have a book called Retirement Plan Sponsorship for Dummies, they should. So in the interim, here is a checklist that plan sponsors should review that can help them develop good practices and avoid unnecessary...
by Taylor Brown | Mar 27, 2014 | Uncategorized
Ready or Not, Here it Comes…the PPA Plan Restatement It’s time again to participate in that never ending ritual of qualified retirement plan restatements. As legislation affecting retirement plans is enacted, the Internal Revenue Service (IRS) requires all...
by Taylor Brown | Mar 27, 2014 | Uncategorized
The Continuing Evolution of the Safe Harbor 401(k) Plan The safe harbor 401(k) plan roared onto the scene in 1998 as a new design that allowed company owners and other highly compensated employees to maximize their salary deferrals even when other employees...
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