Nov 2, 20232 minLeveraging Forfeitures for Enhanced Retirement Plan ManagementIn a climate marked by the relentless surge of inflation, fluctuating interest rates, and the ever-mounting expenses associated with...
Oct 27, 20233 minMaximize the Benefits of Mandatory Cash-Out OptionsAs part of the ongoing administration and management of qualified plans, the concept of mandatory cash-out options assumes a critical...
Oct 19, 20233 minUnderstanding ADP/ACP Compliance Testing: Employee Salary Deferrals and Employer Match ContributionIn the realm of retirement planning and 401(k) management, ensuring compliance with the Actual Deferral Percentage (ADP) and Actual...
Oct 12, 20232 minRehired Employees: Navigating the Eligibility and Vesting Guidelines in a 401(k) PlanIn the current climate characterized by labor shortages, organizations are increasingly opting to rehire former employees. These...