by Deanna Fisher | May 8, 2019 | Uncategorized
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 post-retirement living. Studies show that approximately one out of every three eligible workers choose NOT...
by Deanna Fisher | Apr 5, 2019 | Uncategorized
The 401k Turns 40 In 2018, the 401(k) plan celebrated its 40th birthday! Though extremely popular today, 401(k) plans came about almost by accident. IRC Section 401(k) was passed into law as part of the Revenue Act of 1978 and was included to limit executive...
by Deanna Fisher | Apr 5, 2019 | Uncategorized
Know Your Options If your plan offers a Roth 401(k) provision, your participants might ask, “Which one is better for me?” As the availability of Roth options in 401(k) plans and Roth contribution percentages continue to rise, it’s important to be able to guide...
by Deanna Fisher | Feb 12, 2019 | Uncategorized
It’s Testing Season Qualified plans must perform annual testing to be sure that the plan doesn’t unfairly discriminate in favor of “highly compensated employees” (HCEs) or exceed the contribution limits set forth by the IRS. Depending on your plan...
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