close

Those insurance funded defined benefit plans will blow up again

One of the things I dislike the most is owner-only defined benefit plans where the minimum contribut...

Let them know

With the CARES Act and increased loan amounts and an opportunity for distributions from the early di...

Allow Coronavirus Distributions in your Plan

Your third-party administrator (TPA) might contact you, regarding the coronavirus distribution that ...

The thing about too much choice in 401(k) plans

In life, choice is usually a good thing. However, when it comes to daily valued 401(k) plans, too ma...

You still have to do your job as 401(k) plan sponsor

CitiBank used to have a jingle in their ads in the 1980s that “Citi never sleeps, CitiBank”. Whi...

The One Cost Of The Long Time Part Time Inclusion

The biggest change with the SECURE Act is that long term part-time employees will be eligible to par...

That late 5500 will cost you more under the SECURE Act

One of the provisions of the SECURE Act increased the Internal Revenue Service’s (IRS’) penaltie...

Make sure you deal with controlled and affiliated service group analysis

As a 401(k) plan sponsor, you need to make sure that all your plan providers understand any ownershi...

401(k) plans increase savings

Investment Company Institute conducted a study that shows that 56% of Defined Contribution plan part...

The beneficiary form and the need for no drama

As a plan sponsor, you need to make sure that participant beneficiary forms are up to date. It’s n...