by Natalie Harris | Feb 6, 2026 | Uncategorized
The Plan Document: Why Understanding it Matters An employer-sponsored retirement plan is an extremely valuable benefit a company can offer its employees. At the heart of this benefit is the plan document—the official rulebook that explains exactly how the plan works....
by Natalie Harris | Feb 6, 2026 | Uncategorized
Understanding RMDs: What Plan Sponsors Need to Know As a plan sponsor, it’s critical to understand the rules surrounding Required Minimum Distributions (RMDs) because they directly impact compliance, participant education and operational processes. RMDs are mandatory...
by Natalie Harris | Feb 6, 2026 | Uncategorized
Upcoming Compliance Deadlines for Calendar-Year Plans 2nd March 2026 IRS Form 1099-R Copy A – Deadline to submit Form 1099-R Copy A to the IRS for participants and beneficiaries who received a distribution or a deemed distribution during the prior plan year....
by Natalie Harris | Nov 20, 2025 | Uncategorized
Cost of Living Adjustments for 2026 Are Here! Cost of Living Adjustments for 2026 Are Here! | Roth Catch-Up is Final – What Plan Sponsors Need to Know | Year-End Data Collection | Upcoming Compliance Deadlines for Calendar-Year Plans On November 13, 2025, the IRS...
by Natalie Harris | Aug 10, 2025 | Uncategorized
En Garde!!! THE CHALLENGE WITH FORFEITURES En Garde!!! THE CHALLENGE WITH FORFEITURES | Addressing the Challenge of Uncashed Distribution Checks | Divorce and the Retirement Plan | Upcoming Compliance Deadlines for Calendar-Year Plans You may have been reading in the...
by Natalie Harris | May 6, 2025 | Uncategorized
Keeping the Lines of Communication Open Keeping the Lines of Communication Open | Could Immediate Vesting be a Win-Win for Your Plan? | Planning Ahead for 2026 Catch-Up Contributions | How Government Staffing Cuts Could Impact the Plan | Upcoming Compliance Deadlines...
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