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Resources

Discretionary vs. Directed Trustee

Margaret W., QKA | Plan Design |

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 >

Deadlines to Correct for Failed ADP and ACP Testing

Nondiscrimination Testing |

What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >

Safeguarding Your Plan from Fraud

Form 5500 |

The IRS reviews Forms 5500 where plan sponsors have reported losses due to fraud or dishonesty. Learn More >

Tax Credit for Small Business Retirement Plan

Small Employer Credit |

A $500 tax credit is available for each of the first 3 years of a new plan that is established by a small business. Learn More >

New Compliance Questions on Form 5500 Filing

Form 5500 |

The IRS will be asking new compliance questions on Forms 5500 and 5500-SF. Learn More >

What Does it Take to be a Non-ERISA 403(b) Plan?

403(b) |

In order to keep a retirement plan exempt from ERISA, 403(b) plan sponsors must be careful not to exercise any discretionary authority over the plan. Learn More >

New Form 5500 Reporting Requirements for MEPs

Form 5500 |

Multiple Employer Plans now have to include an attachment to the Form 5500 to list all participating employers. Learn More >

Managing a Plan Vendor Change

Plan Conversions |

What to expect when moving the retirement plan assets and records to a new recordkeeper. Learn More >

Questions to Ask a Plan Recordkeeper

Plan Conversions |

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 >

Designing a Retirement Plan for Phased Retirement

Plan Design |

Employers who want to benefit older workers that are partially retired may want to consider these plan design changes. Learn More >

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