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November 22, 2019 1154 1154
November 22, 2019 991 991
September 12, 2019 1028 1028
September 12, 2019 1021 1021
September 12, 2019 1081 1081
May 15, 2019 1128 1128
Though some employers may not think so, the truth is that in today's world 401(k) plans are subject to fraudulent activity and that the often-overlooked retirement plan can be the perfect place for it to occur.
May 15, 2019 1117 1117
With the future of Social Security in question, it is becoming ever increasingly important for workers to self- prepare for post-retirement living.
March 13, 2019 1862 1862
In 2018, the 401(k) plan celebrated its 40th birthday! Though extremely popular today, 401(k) plans came about almost by accident.
March 13, 2019 1237 1237
If your plan offers a Roth 401(k) provision, your participants might ask, “Which one is better for me?” As the availability of Roth options in 401(k) plans and Roth contribution percentages continue to rise, it’s important to be able to guide participants in making the right choice.
February 27, 2019 1205 1205
Qualified plans must perform annual testing to be sure that the plan doesn’t unfairly discriminate in favor of "highly compensated employees" (HCEs) or exceed the contribution limits set forth by the IRS. Depending on your plan provisions, it isn’t just one calculation, but a series of tests that show that your plan is not discriminatory. If your plan is audited, the auditor is looking for proof of this compliance.