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New Information on Participant Statements: Lifetime Income Illustrations

New Information on Participant Statements: Lifetime Income Illustrations

by Deanna Fisher | May 7, 2022 | Uncategorized

New Information on Participant Statements: Lifetime Income Illustrations If you sponsor a defined contribution retirement plan, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 now requires additional information be provided to your plan...
Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments

Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments

by Deanna Fisher | May 7, 2022 | Uncategorized

Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments One of the questions asked by your TPA during the annual census collection may be whether your participant contributions and loan payments were transmitted within the Department of Labor (DOL) safe harbor...

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