Fall 2024 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 Continue reading
Summer 2024 Effective Communication with Participants Participant Notices: A Quick Overview Mastering the Act of Distributing Participant Notices Plan Ahead for 2025 Long-Term Part-Time (LTPT) Employees Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Spring 2024 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 Continue reading
Winter 2024 Components of Defined Contribution Plan Compliance Testing Does My Plan Need an Audit? 401(k) deferrals: Don’t exceed the limit! Good News on Catch-Up Contributions! Reminder: Long-Term Part-Time Employee Rules Effective January 1, 2024 Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Fall 2023 Cost of Living Adjustments for 2024 Considering Changes to Your Business? Don’t Forget About Your Plan! Good News on Catch-Up Contributions! News Alert: Grace Period Extended for EFAST2 Login Credentials Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Summer 2023 Bonds: Is your plan covered? It doesn’t hurt to double check! We’re here for you! Are Changes Needed to the Plan? Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Spring 2023 Plan Participants: The More They Know, The Better Beneficiary on File? News Flash! Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Winter 2023 SECURE 2.0 is a GO! Is it already time to complete another year-end data request? Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future. Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Fall 2022 Cost of Living Adjustments for 2023 New Plan Year Checklist Save or Toss? Proper Plan Record Storage a Must! Deadline for CARES Act and SECURE Act Amendments Extended Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Summer 2022 Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments New Information on Participant Statements: Lifetime Income Illustrations Q&A Corner Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
