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Love Your Beneficiaries This Valentine’s Day: A Gift That Truly Lasts
Take a moment this Valentine’s Day to update your retirement beneficiaries and ensure your loved ones are financially protected.
2 min read


Catch-Up Contribution Changes for Ages 60-63: New Limits Starting 2025
Starting January 1, 2025, the SECURE 2.0 Act introduces higher catch-up contribution limits for individuals aged 60-63, offering a unique...
1 min read


Automatic Enrollments-Getting Started
Preparing for the SECURE 2.0 Act’s automatic enrollment requirements is essential for 401(k) plan sponsors.
1 min read


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...
2 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...
3 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...
2 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...
4 min read
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