Tips for Plan Sponsors: Spring Clean Your 401(k) or 403(b)
Spring is in full swing, and while you're busy dusting off shelves and decluttering closets, don't forget about giving your…
Spring is in full swing, and while you're busy dusting off shelves and decluttering closets, don't forget about giving your…
Key TakeawaysDiscrepancies between the SPD and the employee handbook often stem from updates, different departmental management, and lack of regular…
Key TakeawaysSurvey reveals significant lack of awareness among small business owners regarding 401(k) startup tax credit and other incentives for…
UPDATE: On August 25, 2023, the Internal Revenue Service (IRS) released guidance that addressed Section 603 of the SECURE 2.0…
Key TakeawaysEmployers must provide certain notices and disclosures to not only existing participants, but also to terminated participants with account…
Key TakeawaysOwner-only Solo 401(k)s is a great way for business owners to pay less taxes, including being able to tuck…
On Dec. 29, 2022, President Biden signed the Consolidated Appropriations Act into law which also contained the SECURE 2.0 Act…
The end of the year means upcoming due dates for many calendar-year qualified plans such as 401(k)s and 403(b)s. And…
Started in 1996 by the Plan Sponsor Council of America (PSCA), Friday following Labor Day was chosen as the “401(k)…
A 401(k) or 403(b) plan is a powerful retirement savings vehicle for employees as well as an important employee benefit…