PARTICIPANT DISCLOSURES AND COMMUNICATIONS – WHAT AND WHEN? January 26, 2018 No Comments SUBSCRIBE I am often asked by clients, who should get this notice and when? There are a number of required documents that need to be Read More »
WHAT IS SAFE HARBOR 401(K) AND DOES MY BUSINESS NEED A SAFE HARBOR PLAN? January 16, 2018 No Comments SUBSCRIBE There are many different options for your company’s 401(k) Plan and it can be overwhelming trying to decide on one. One option that you Read More »
FIVE COMMON MISTAKES MADE BY RETIREMENT PLAN SPONSORS January 9, 2018 No Comments SUBSCRIBE More than ever before, liabilities and regulations are becoming almost overwhelming for 401(k) Plan Sponsors. Changes in the tax laws, new IRS rules, fiduciary Read More »
IMPORTANT 401(K) DEADLINES January 6, 2018 No Comments SUBSCRIBE Being aware of 401(k) deadlines is as important as any other aspect of a retirement plan. Download a copy of our 401(k) Deadline chart here. Read More »