Payroll integration for retirement plans connects an employer’s payroll system directly with their employees’ retirement plan provider (i.e., recordkeeper and/or third party administrator). This seamless connection allows employee contribution data to flow automatically between systems, eliminating manual data entry and…
Cost of Living Adjustments for 2025 are Here!
View This Newsletter: Cost of Living Adjustments for 2025 are Here! Notices: Effective Communication with Participants In this edition, we discuss: Cost of Living Adjustments for 2025 Preventing Late Deposits Higher Catch-Up Contribution Available in 2025 RMD Reminder Upcoming Compliance…
Plan Sponsor Quarterly Update – Fall 2024
View This Newsletter: Plan Sponsor Quarterly Update – Fall 2024 In this edition, we discuss… Washington Update: Fiduciary Rule Changes, Again Best Practices: Year-End Notice Round-Up Hot Topic: New Flexibility in Employee Benefits Plans — IRS Private Letter Ruling 202434006…
Notices: Effective Communication with Participants
View This Newsletter: Notices: Effective Communication with Participants Notices: Effective Communication with Participants In this edition, we discuss: Effective Communication with Participants Participant Notices: A Quick Overview Mastering the Art of Distributing Participant Notices Plan Ahead for 2025 Long-Term, Part-Time…
Plan Sponsor Quarterly Update – Summer 2024
View This Newsletter: Plan Sponsor Quarterly Update – Summer 2024 In this edition, we discuss… Washington Update: Fiduciary Rule Best Practices: Preventing Plan Theft Hot Topic: Highlight on IRS Proposed Forfeiture Regulations Learn more
Converting a SIMPLE IRA to a Safe Harbor 401(k) Mid-Year
This guide is intended as a quick reference summarizing the provisions under SECURE 2.0 that permit plan sponsors to terminate a SIMPLE IRA mid-year and transition to a safe harbor 401(k) replacement plan. Get the guide!
Is Automatic Enrollment Required for Your Plan?
View This Newsletter: Is Automatic Enrollment Required for Your Plan? Is Automatic Enrollment Required for Your Plan? In this edition, we discuss: Is Automatic Enrollment Required for Your Plan? A Refresher on RMDs New Questions on the 2023 Form 5500…
Plan Sponsor Quarterly Update – Spring 2024
View This Newsletter: Plan Sponsor Quarterly Update – Spring 2024 In this edition, we discuss… What’s New In Washington: Legislative Update Best Practices: SECURE 2.0 Grab Bag Highlights Hot Topic: SECURE 2.0 Automatic Enrollment Learn more
Components of Defined Contribution Plan Compliance Testing
View This Newsletter: Components of Defined Contribution Plan Compliance Testing Components of Defined Contribution Plan Compliance Testing In this edition, we discuss: Components of Defined Contribution Plan Compliance Testing Does My Plan Need an Audit? 401(k) deferrals: Don’t exceed the…
Plan Sponsor Quarterly Update – Winter 2024
View This Newsletter: Plan Sponsor Quarterly Update – Winter 2024 In this edition, we discuss… What’s New In Washington: House Introduces Roth Rollover Bill Best Practices: Correcting LTPTE Errors Hot Topic: IRS Releases Proposed LTPTE Guidance, with Updated Information …