by Taylor Brown | Sep 8, 2018 | Uncategorized
Port in the Storm Natural disasters can cause upheaval in many aspects of victims’ lives and this destruction often extends to financial matters. What should otherwise be routine compliance for plan deadlines can prove difficult in these extreme events and the...
by Taylor Brown | Jun 14, 2018 | Uncategorized
The Retirement Income Gap Many American workers participate in company retirement plans, methodically contributing to their accounts over time to fund for life after work. Beyond benefiting from employer-funded plans, retirees commonly draw from additional savings...
by Taylor Brown | Jun 13, 2018 | Uncategorized
Helpful Hints for Plan Sponsors Being a plan sponsor comes with a good bit of responsibility. You’ve taken the important step of hiring a third-party administration firm to help you navigate the myriad of processes that are required to keep your plan in compliance...
by Taylor Brown | Mar 14, 2018 | Uncategorized
Who Is an Employee? Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices and statements, and participate in the...
by Taylor Brown | Mar 13, 2018 | Uncategorized
HSA vs. 401(k) If your company has decided to offer a high deductible health plan, don’t worry, you are not alone. Recent studies show that an increasing number of employers have elected to offer high deductible health plans (HDHP) either to completely replace or be...
by Taylor Brown | Mar 10, 2018 | Uncategorized
Upcoming Compliance Deadlines (Spring-Summer 2018) June 2018 June 30th For plans that maintain an eligible automatic contribution arrangement (EACA), this is the due date for processing corrective distributions for failed ADP/ACP tests (without incurring the 10%...
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