Make sure you are familiar with ERISA's fidelity bonding requirements and the information you must include on your plan's annual Form 5500 each year.
Make sure you are familiar with ERISA's fidelity bonding requirements and the information you must include on your plan's annual Form 5500 each year.
The use of employee forfeitures is strictly regulated. Use our Forfeitures Essentials Checklist to assess whether your company is allocating forfeitures in an appropriate and timely manner.
Government filings are a critical component of administering a 401(k) plan. Certain forms may need to be filed each year. Be sure to know which ones are due this year for your company's plan.
Hardship withdrawals provide access to 401(k) savings, but at a great financial cost to the participant. Hardship withdrawals should be considered a last-resort option.
This Highly Compensated Employee checklist assists you in understanding how the Highly Compensated Employees (HCE’s) are determined....
This Key Employee checklist assists you in understanding how Key Employees are determined.
Understanding the meaning of the all of the essential acronyms used in the pension world is a step in mastering your role and responsibilities for your company's retirement plan.
This 401(k) Election and Authorization form helps ensure proper documentation of employee enrollment, contribution election or their election not to participate in your company's 401(k) plan.
Successful plan administration requires teamwork and coordination from the many different groups that comprise your 401(k) team.
Recent estimates indicate that Social Security benefits will only provide about one third of the income needed to live comfortably in retirement.
Each year the IRS releases updated limits for retirement plans. It is important to provide your participants with these updated IRS limits annually.
Who signs your company's Form 5500? Step by step instructions on how to sign up for EFAST2. EFAST2 is an all-electronic system designed by the DOL to simplify and expedite the submission, receipt, and processing of the Form 5500 and Form 5500-SF.
Understanding the meaning of the all of the essential acronyms used in the pension world is a step in mastering your role and responsibilities for your company's retirement plan.
An overview of our deferral deposit FAQ's which illustrate best practices for 401(k) deferrals and the steps to correct late deposits.
This 401(k) Election and Authorization form helps ensure proper documentation of employee enrollment, contribution election or their election not to participate in your company's 401(k) plan.
This glossary provides definitions of common terms related to 401(k) retirement accounts. In general the definitions are intended to follow those under the Internal Revenue Code.
Fiduciary benchmarking is a service, tool and trend to help you analyze your plan and see if you are meeting your Fiduciary requirements.
Employee loans are prone to errors and in order to have trouble free loans, accurate recordkeeping and a clear understanding of your plan loan provisions are critical.