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Resources

Permitted Disparity in Contribution Formula

Permitted Disparity |

Discretionary profit sharing contributions can come in many “flavors”. Learn More >

Partial Plan Terminations

Andrea B., ERPA, QPA, QKA | Plan Termination |

It may be deemed that there has been a partial plan termination if more than 20% of the plan’s participants are terminated. Learn More >

Roth 401(k) Contributions, From the Participant's Point of View

Roth Contributions |

What considerations should be made when deciding between pre-tax or Roth after-tax 401(k) contributions? Learn More >

Winning Retirement Plan Business

Marketing |

Advisors with in-depth knowledge of retirement plans who partner with a TPA are more successful at growing their retirement plan business. Learn More >

Profit Sharing Council of America Fiduciary Training Program

Fiduciary Issues |

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Automatic Enrollment Booklet

Automatic Enrollment |

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FAQs on the Conflict of Interest Rule

Fiduciary Issues |

The DOL discusses questions associated with the conflict of interest rule. Learn More >

Increases in Penalty Amounts for Plan Violations

Caryn P., QKA | Form 5500 |

Congress passed the 2015 Inflation Adjustment Act to ensure federal agencies comply with the requirement to adjust penalties each year for inflation. Learn More >

Correct Common Hardship Distribution Errors

Hardship Withdrawals |

The IRS addresses three common errors associated with Hardship Distributions. Learn More >

IRS Topics - Hardship Distributions

Hardship Withdrawals |

An overview of Hardship Distributions by the IRS. Learn More >

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