Leveraging Forfeitures for Enhanced Retirement Plan Management
In a climate marked by the relentless surge of inflation, fluctuating interest rates, and the ever-mounting expenses associated with...
top of page
Search
3 min read
Maximize the Benefits of Mandatory Cash-Out Options
As part of the ongoing administration and management of qualified plans, the concept of mandatory cash-out options assumes a critical...
3 min read
Understanding ADP/ACP Compliance Testing: Employee Salary Deferrals and Employer Match Contribution
In the realm of retirement planning and 401(k) management, ensuring compliance with the Actual Deferral Percentage (ADP) and Actual...
2 min read
Rehired Employees: Navigating the Eligibility and Vesting Guidelines in a 401(k) Plan
In the current climate characterized by labor shortages, organizations are increasingly opting to rehire former employees. These...
2 min read
Plan Documents: Amendments and Restatements
A Defined Contribution (DC) plan is a business retirement plan and most often refers to 401(k), Profit Sharing, and Solo-(k) plans. DC...
2 min read
Plan Documents: Cycle 3 Restatement FAQs
Plan Restatements A plan restatement means the plan document is re-written in its entirety. Every six years, the IRS requires...
2 min read
What You Should Expect From Your TPA Vendor When it Comes to Cybersecurity
As cybercrimes continue to increase, more employers are requiring their third-party administration vendors to have a comprehensive...
4 min read
What Does a Cash Balance Plan Mean for You?
Back to the Basics Often described as a “hybrid arrangement,” cash balance plans are a specific type of defined benefit plan. When a cash...
bottom of page