The Advantages of 457(b) Plans for Non-Profits
In the realm of non-profit organizations, securing financial stability for employees while maintaining the organization's mission is paramount. Amidst the…
Hiring a Retirement Plan Auditor? Here’s How to Get It Right.
When it comes to managing a 401(k) or 403(b) retirement plan, few tasks are as crucial—or as misunderstood—as the annual…
7 Reasons Why Every 401(k) and 403(b) Plan Needs a Financial Advisor
When businesses offer a 401(k) or nonprofits provide a 403(b) plan, they give employees the opportunity to save for a…
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What Records Should 401(k) and 403(b) Plans Retain?
Key TakeawaysAdhering to ERISA guidelines and maintaining meticulous records are crucial for protecting participant interests and ensuring regulatory compliance in…
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Revisiting the Overhauled Form 5500 Rule: How the New Audit Requirements Simplify 401(k) and 403(b) Plans
Key TakeawaysThe updated Form 5500 rule now counts only participants with account balances at the beginning of the plan year…
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…
Ensuring Alignment: Bridging the Gap Between SPDs and Employee Handbooks in Retirement Plans
Key TakeawaysDiscrepancies between the SPD and the employee handbook often stem from updates, different departmental management, and lack of regular…
SECURE Act 2.0: Catch-Up Contributions for High-Earning Employees
UPDATE: On August 25, 2023, the Internal Revenue Service (IRS) released guidance that addressed Section 603 of the SECURE 2.0…
Dealing with Former Employees with Accounts Under 401(k) or 403(b) Plans
Key TakeawaysEmployers must provide certain notices and disclosures to not only existing participants, but also to terminated participants with account…
SECURE Act 2.0 Becomes Law: Highlights of the Changes Affecting Retirement Plans
On Dec. 29, 2022, President Biden signed the Consolidated Appropriations Act into law which also contained the SECURE 2.0 Act…
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