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