Early in the development of our TPA practice, I felt it was important that we build a team to serve our clients. That team approach still exists today, and has proved to be very beneficial not only in serving…
Retirement Plan News July/August 2013
Retirement Plan News: Featuring… Tips on selecting target date funds Correcting missed matching contributions Hardship distribution to pay casualty loss Recent developments 401(k) compliance check questionnaire 403(b) preapproved plan document program
What do you believe and what is your why?
A few weeks ago, our firm held our annual management retreat. Every year around this time, we fill a room with nearly 30 passionate leaders (senior managers and partners from our firm and our parent firm) and determine what we…
Plan Forfeitures – Anticipating Their Utilization
Proper utilization of plan forfeitures in a 401(k) profit sharing plan requires utilization both in form and timing, as prescribed by the governing plan document. Most plan forfeitures are derived from non-vested accounts of plan participants. Generally a participant forfeits…
Implementing Participant 401k Elective Deferral Elections
Utilizing Correct “Compensation” Participant 401k elective deferral elections represent just what they’re titled, i.e. an election to defer all or a portion of the participant’s current “compensation”, or what would have been paid to the participant in cash, but for…
Retirement Plan News May/June 2013
Featuring… Employee Plans Compliance Resolution System (EPCRS) In-plan Roth “transfer” IRS Voluntary Correction Program Recent developments 403(b) document failure correction Charitable donation from an IRA
Understanding Maximums – The Deductible Retirement Plan Contribution
The Deductible Retirement Plan Contribution is NOT to be confused with the maximum allocation permissible to any one individual in a qualified retirement plan. Employer contributions to defined contribution plans (like 401(k) / profit sharing plans) are indeed limited to…
Looking forward to ASPPA’s Women Business Leaders Forum
I’m really looking forward to ASPPA’s Women Business Leaders Forum June 10-13 in Austin, TX. If you are a female business leader in the TPA industry, you don’t want to miss this conference! http://www.asppa.org/women
Retirement Plan News March/April 2013
Your Retirement Plan News – March/April 2013 is here. Featuring… Required minimum distributions IRS Uniform Lifetime Table What is the required beginning date? Recent developments DOL proposes amendments to abandoned plan program Great expectations for 2013
Retirement Plan News January/February 2013
Retirement Plan News – January/February 2013 is here! Featuring… The importance of the 408(b)(2) fee disclosure 2013 COLA limits Participant requests for plan documents Recent developments MAP-21 IRS Fix-It Guides