After weighing all the advantages and disadvantages, and further discussing it with their advisors, many employers decide not to allow loans for several reasons. Learn More >
Company retirement plans offer many benefits to employers and employees. Learn More >
A brief description of the mechanics of cross-testing and some general guidelines on which employers are good candidates for this plan design. Learn More >
A discussion of the various provisions in a plan that will allow owners in small businesses maximize their contributions. Learn More >
When designing a Defined Contribution plan, it is important to understand how the various types compare. Learn More >
A review of plan features for 4 types of common plan designs used by small employers. Learn More >
IRS Ruling Addresses whether an employer contribution that is given to employees who make student loan repayments must be treated as a matching contribution. Learn More >
Results from a recent survey of nearly 400 plan sponsors provide insight into how plans are being administered and what features employers are using to encourage participation. Learn More >
A list of questions to ask a plan sponsor to open the door for a discussion about retirement plan services. Learn More >
The amount of fiduciary liability of a plan trustee depends upon how much discretion the trustee has over the management of the plan’s assets. Learn More >
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The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status.
There are many qualified plans that are not taking advantage of automatic enrollment.