After a participant leaves employment, a plan administrator must continue to provide them with plan notices. Learn More >
We recommend plan sponsors always keep an up-to-date permanent listing of missing participants as part of their retirement plan record. Learn More >
Strategies to consider to avoid lost participants in your plan. Learn More >
A major frustration in plan administration is locating employees who have left the employer and have not provided a forwarding address for the processing of any benefits due to them from the plan. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
A description of the 401(k) safe harbor rules, as well as, the advantages and disadvantages of this plan design option.
Developing a filing system can make it easy for 401(k) sponsors to review, update, preserve, and dispose of documents.
New team members for 2025.
Allie recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).