by Taylor Brown | Mar 26, 2015 | Uncategorized
Automatic Enrollment for 401(k) Plans McDonald’s may have been the automatic enrollment pioneer 30 years ago, but it wasn’t until 2008 when the new Pension Protection Act rules kicked in that it really started to gain serious momentum. Since that time,...
by Taylor Brown | Mar 26, 2015 | Uncategorized
Timing Is Everything For years now, we have been hearing from the Department of Labor (DOL) about the importance of depositing employee 401(k) deferrals and loan payments as quickly as possible. While that continues to be the case, it seems that there is not nearly as...
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...
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