by Taylor Brown | Mar 26, 2017 | Uncategorized
Benefit Communications in an Electronic World With communication mediums like email, text, and IM’s becoming the standard in business industries worldwide, plan sponsors are becoming increasingly interested in abandoning paper processes for a more electronic...
by Taylor Brown | Mar 26, 2017 | Uncategorized
Dealing with Uncashed Distribution Checks and Missing Participants It is estimated that uncashed checks account for billions of dollars, representing a fortune of uncollected funds belonging to plan participants or beneficiaries that they are not able to use and also...
by Taylor Brown | Mar 26, 2016 | Uncategorized
Rules and Taxation of 401(k) Plan Distributions A 401(k) plan permits employees to defer a portion of their salaries on a pre-tax basis with the objective of accumulating assets for retirement. Additional assets are accumulated if the employer makes contributions to...
by Taylor Brown | Mar 26, 2016 | Uncategorized
Keeping Abreast of Plan Loan Rules If you have a 401(k) plan, you’ve likely had participants ask about taking loans from their accounts. If you haven’t yet, it is only a matter of time. While the concept of taking a loan is pretty straightforward—you...
by Taylor Brown | Mar 26, 2016 | Uncategorized
DOL Issues New Fiduciary Rule On April 8, 2016 the Department of Labor (DOL) issued final guidance that greatly expands the types of retirement investment advice that will be subject to the fiduciary duty rules under the Employee Retirement Income Security Act of 1974...
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