RSS

Managing the Inevitable

posted on
Managing the Inevitable
This month's newsletter is all about "Fun with Forfeitures." Can forfeitures be fun? Does alliteration - finagling forfeitures, fooling around with forfeitures, finessing forfeitures - make it more fun than it really is? Probably. But for businesses managing retirement plans, forfeitures (when a plan participant forfeits a non-vested portion of his or her account) is essentially inevitable.
Read More
| Categories: Articles | Tags: forfeiture, 401(k)

Getting It Right: Your Form 5500

posted on
Getting It Right: Your Form 5500
If your business offers a 401(k) plan—or another type of qualified retirement plan—you have been completing and submitting a 5500 form every year since the plan was initiated. And every year the IRS, the Department of Labor and the Pension Benefit Guaranty Corporation use the information contained in the 5500 to assess your plan’s compliance and its ability to protect the employees who are contributing.
Read More
| Categories: Articles | Tags: 401(k), Form 5500

Part-Time Employees in 401(k) Plans

posted on
Part-time employees may play an important role in your business, which can be a good thing for your bottom line - and can allow welcome flexibility for your employees, too. Many companies, from manufacturing to healthcare, are reaping the benefits of a multifaceted workforce.
Read More
| Categories: Articles | Tags: 401(k), employee, benefits

Determining Retirement Plan Compensation

posted on
It might not surprise you to hear that the IRS has some fairly complicated rules governing compensation levels and retirement plan contributions. In fact, the IRS reports that a good number of plan sponsors get this key issue wrong - a mistake that can cost both time and money.
Read More
| Categories: Articles | Tags: IRS, compensation, employee, HR

A Plan Fiduciary's Responsibilities

posted on
The term “fiduciary” gets used a lot these days; sometimes, we suspect, without a true understanding of what the term means and how fiduciary responsibility applies to our industry. It’s a corner of the retirement plan industry that can be a little murky.
Read More
| Categories: Articles | Tags: fiduciary, liability, ERISA, Department of Labor, 404(c), SPD, Form 5500
Page 5 of 12 First 34[5]67 Last

Tags

 

Have questions how this information applies to your situation?
Reach out us. We’re here to help.

(847) 291-9440