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IRS Provides Guidance on Employer Tax Credit

The Secure Act created a new small employer automatic enrollment credit of up to $500 per year to employers to defray startup costs for new 401(k) plans and SIMPLE IRA plans that include automatic enrollment.   The new credit applies to taxable years begi...

full time part time

IRS Provides Guidance on Long-Term, Part-Time Employees in 401(k) Plans

Under the SECURE Act, 401(k) plan sponsors will be required to have a dual eligibility requirement under which an employee must complete either a one-year-of-service requirement (with the 1,000-hour rule) or three consecutive years of service where the employe...

biden

Possible Biden 401(k) is a little chilly

A little known proposal from the Joe Biden campaign concerning 401(k) plans is giving many in the in...

BTG

Plan settlement shows you what’s wrong

Finding things wrong with a 401(k) plan is very easy when a settlement in. a lawsuit has been reache...

walt frazier

Walt Frazier will be wheeling and dealing at That 401(k) National Virtual Conference on January 21

NBA Hall of Famer/Knicks legend/Knicks broadcaster Walt “Clyde” Frazier will be our guest on day...

mckinsey

McKinsey & Co. settles for $39.5 million

Putting your proprietary funds in a 401(k) plan makes you a target and if you don’t offer them, it...

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Pooled Plan Provider Registration Rule Proposed

The Department of Labor (DOL) proposed a rule that set the registration requirements for a  pooled ...

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Networking event at CitiFIeld, save the date

COVID got in the middle of a lot of things including a networking event that I never got to advertis...

33BF8228-9E3B-4CE4-96A8-933E2144929D

DOL issues lifetime income illustration regulations

The Department of Labor (DOL) released regulations that require retirement plan sponsors to attach o...

national conference

Not going to travel for awhile

I planned on a Las Vegas conference for December, way back in May. I don’t think I was ahead of my...