Be sure your qualified plan is fully tested every year. The following article summarizes eight tests that are required annually. Learn More >
What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >
Top heavy testing is performed each year to determine if the Key employees own a significant portion of the total plan assets. Learn More >
ADP and ACP testing can be very complex. This article provides a high level overview of the important elements of the testing. Learn More >
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Are the requirements for part-time employees the same for health insurance as it is for retirement plans?
This article explores the fundamentals of cybersecurity, why it matters, and how organizations can safeguard their systems and participants’ information.
Susan recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).
Erin recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).