What to expect when moving the retirement plan assets and records to a new recordkeeper. Learn More >
Make sure the potential new recordkeeper is a good fit for the plan and the employer by asking these questions BEFORE the decision is made to transfer the plan’s administration. 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.