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Be clear

In communications with other plan providers, clients, and potential clients, you have to b...

Correct the late deferral issue correctly

Correcting your late deferrals by depositing them and making a contribution to make up for...

Get those safe harbor notices out

If you have a safe harbor 401(k) plan or plan on adding that provision to your plan, keep ...

IRS proposes changes to life expectancy tables

People complain a lot about life these days, but one fun fact is that people are living lo...

That 401(k) Conference hits New Jersey

That 401(k) Conference has a great event at MetLife Stadium on Friday, November 8th. 30 pl...

It’s so apparent, they still won’t see it

There are so many times in business where you may craft the greatest idea out there that w...

Make sure your custodian knows who the trustees are

If you’re a closely held business or not, changes do happen. Whether it’s leadership o...

That Estee Lauder 401(k) case is troubling

I worked at a third-party administration (TPA) where one of our administrators tried to st...

DOL releases new e-disclosure rule

The Department of Labor (DOL) proposed a new rule to allow retirement plan disclosures to ...