by Natalie Harris | Feb 6, 2025 | Uncategorized
Keep on Talkin’ Keep on Talkin’ | Lost but Not Forgotten | Which Bond is Best? | Upcoming Compliance Deadlines for Calendar-Year Plans When it comes to your retirement plan, keeping your participants engaged is a must. Not only is providing participants with...
by Natalie Harris | Nov 6, 2024 | Uncategorized
Cost of Living Adjustments for 2025 are here! Cost of Living Adjustments for 2025 are here! | Preventing Late Deposits | Higher Catch-Up Contribution Available in 2025 | RMD Reminder | Upcoming Compliance Deadlines for Calendar-Year Plans On November 1, 2024, the IRS...
by Natalie Harris | Aug 6, 2024 | Uncategorized
Effective Communication with Participants Effective Communication with Participants | Participant Notices: A Quick Overview | Mastering the Art of Distributing Participant Notices | Plan Ahead for 2025 Long-Term, Part-Time (LTPT) Employees | Upcoming Compliance...
by Natalie Harris | Apr 6, 2024 | Uncategorized
Is Automatic Enrollment Required for Your Plan? Is Automatic Enrollment Required for Your Plan? | A Refresher on RMDs | New Questions on the 2023 Form 5500 | Upcoming Compliance Deadlines for Calendar-Year Plans An automatic enrollment provision can be a useful tool...
by Natalie Harris | Feb 6, 2024 | Uncategorized
Components of Defined Contribution Plan Compliance Testing Components of Defined Contribution Plan Compliance Testing | Does My Plan Need an Audit? | 401(k) deferrals: Don’t exceed the limit! | Reminder: Long-Term, Part-Time Employee Rules Effective January 1, 2024 |...
by Deanna Fisher | Sep 25, 2023 | Uncategorized
It doesn’t hurt to double check! We’re here for you! As situations arise during the plan year, it’s always better to double check the plan provisions rather than address a plan failure after the fact. In some situations, it’s easier to ask for forgiveness rather than...
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