Blog – Page 6

Must Know Differences (And Similarities) Between 401(k) And 403(b) Plans

Whether you are a plan sponsor, financial advisor, CPA, or ERISA attorney, you know that section 401(k) and 403(b) plans…

7 Reasons Why Every 401(k) and 403(b) Plan Needs a Financial Advisor
October 14, 2024
When businesses offer a 401(k) or nonprofits provide a 403(b) plan, they give employees the opportunity to save for a …Read More »
What Records Should 401(k) and 403(b) Plans Retain?
July 8, 2024
Key Takeaways Adhering to ERISA guidelines and maintaining meticulous records are crucial for protecting participant interests and ensuring regulatory compliance …Read More »
Revisiting the Overhauled Form 5500 Rule: How the New Audit Requirements Simplify 401(k) and 403(b) Plans
June 11, 2024
Key Takeaways The updated Form 5500 rule now counts only participants with account balances at the beginning of the plan …Read More »
Tips for Plan Sponsors: Spring Clean Your 401(k) or 403(b)
May 2, 2024
Spring is in full swing, and while you’re busy dusting off shelves and decluttering closets, don’t forget about giving your …Read More »
Ensuring Alignment: Bridging the Gap Between SPDs and Employee Handbooks in Retirement Plans
February 22, 2024
Key Takeaways Discrepancies between the SPD and the employee handbook often stem from updates, different departmental management, and lack of …Read More »