Auto Enrollment, Catch-Up Contributions and More: All the SECURE Act 2.0 Changes for 2025 and Beyond
SECURE Act 2.0 is ushering in additional changes that 401(k) plan sponsors and administrators need to prepare to…
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February 4, 2025
Kim S. Moore
SECURE Act 2.0 is ushering in additional changes that 401(k) plan sponsors and administrators need to prepare to…
Play PodcastOctober 15, 2024
Kim S. Moore
Maintaining robust internal controls in your 401(k) plan is essential not only for compliance but for ensuring the…
Read Full ArticleSeptember 10, 2024
Kim S. Moore
SECURE Act 2.0 brought several significant changes for 401(k) plans in 2024, has your organization made adjustments to…
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September 2, 2024
Kim S. Moore
As 401(k) plan audits for 2023 wrap up, plan sponsors and administrators should look ahead to how they…
Read Full ArticleJuly 8, 2024
Kim S. Moore
As the end of July approaches, plan sponsors must finalize their 401(k) plan audits and prepare to file…
Read Full ArticleMay 20, 2024
Kim S. Moore
Four changes may impact your 401(k) plan’s 2023 audit. As the plan administrator or sponsor, it’s imperative to…
Read Full ArticleApril 1, 2024
Kim S. Moore
The latest Department of Labor (DOL) Audit Quality Study reveals that 401(k) audits are increasingly specialized, requiring businesses…
Read Full ArticleFebruary 6, 2024
Kim S. Moore
Once your business reaches 80 to 120 employees, it must undergo an audit of its 401(k) plan, but…
Read Full ArticleJanuary 31, 2024
Kim S. Moore
As a 401(k) administrator, failing to take a proactive stance in your yearly planning can result in missed…
Read Full ArticleNovember 14, 2023
Kim S. Moore
A 401(k) plan sponsor and plan administrator are two important roles within a 401(k) plan that hold fiduciary…
Read Full ArticleNovember 3, 2023
Kim S. Moore
Each fall, the Internal Revenue Service (IRS) reviews the contribution limitations for benefit plan contributions and other supporting…
Read Full ArticleOctober 3, 2023
Kim S. Moore
As year-end and final deadlines approach, 401(k) plan sponsors and administrators should remember to double-check the fine details…
Read Full ArticleAugust 8, 2023
Kim S. Moore
As a plan sponsor, even if you outsource the administration of your organization’s 401(k) plan to a third-party…
Read Full ArticleJuly 24, 2023
Kim S. Moore
One of the very first steps you need when hiring of a qualified benefit plan auditor is to…
Read Full ArticleJuly 17, 2023
Kim S. Moore
Your 401(k) plan management team, including the plan administrator and trustee, are in charge of the establishment and…
Read Full ArticleJuly 10, 2023
Kim S. Moore
As a 401(k) plan administrator, your responsibilities include specific fiduciary administrative duties you must adhere to stay in…
Read Full ArticleJuly 3, 2023
Kim S. Moore
Forming a retirement plan committee, even if all the right representatives are selected, is only the first step.…
Read Full ArticleJune 29, 2023
Kim S. Moore
It is the fiduciary duty of the plan sponsor to ensure the safety of participants’ funds, which includes…
Read Full ArticleJune 21, 2023
Kim S. Moore
Congress passed new legislation at the end of 2022 called the SECURE Act 2.0. For more information about…
Read Full ArticleMay 26, 2023
Kim S. Moore
When an employee leaves your workplace, what happens to their 401(k) funds? What are forfeitures in a 401(k)…
Read Full ArticleMay 25, 2023
Kim S. Moore
Some SECURE Act 2.0 provisions have already come into effect in 2023, but it will continue to have…
Read Full ArticleMay 18, 2023
Kim S. Moore
Each year, with few exceptions, any business that sponsors an employee retirement savings plan, or a 401(k) plan…
Read Full ArticleMay 16, 2023
Kim S. Moore
In previous blog posts, we discussed the concept of “missing” participants in a 401(k) Plan. These are participants…
Read Full ArticleFebruary 28, 2023
Kim S. Moore
It’s that time of year when Plan Sponsors of 401(k) plans find out that their plan has reached…
Read Full ArticleFebruary 13, 2023
Kim S. Moore
Beginning the 401(k) plan audit process can feel overwhelming, no matter if its your company’s first audit or…
Read Full ArticleFebruary 7, 2023
Kim S. Moore
Congress passed a new act called the Securing a Strong Retirement Act of 2022 (commonly referred to as…
Read Full ArticleJanuary 2, 2023
Kim S. Moore
To ensure the new year begins on the right foot, there are several activities that Plan Sponsors should…
Read Full ArticleDecember 16, 2022
Kim S. Moore
Reaching your first 401(k) audit as an organization is a milestone for any business, but one not everyone…
Read Full ArticleDecember 13, 2022
Kim S. Moore
What is the status of SECURE Act 2.0 and what effect could it have on companies’ 401(k) Plans?…
Read Full ArticleNovember 7, 2022
Kim S. Moore
As we near the end of a Plan year for those who oversee their company’s 401(k) Plan administration,…
Read Full ArticleNovember 1, 2022
Kim S. Moore
As a new year approaches, 401(k) plan sponsors and administrators should begin planning for 2023 to maximize plan…
Read Full ArticleOctober 3, 2022
Kim S. Moore
Is There a Checklist of Items Needed for a 401(k) Plan? As the Plan Sponsor of a 401(k)…
Read Full ArticleSeptember 29, 2022
Kim S. Moore
As we approach October 17th, the deadline is drawing near for the filing of your Form 5500 if…
Read Full ArticleSeptember 26, 2022
Kim S. Moore
A 401(k) audit can often be a lengthy process and looming deadlines can have plan providers feeling anxious…
Read Full ArticleSeptember 22, 2022
Kim S. Moore
For those plans filing on a calendar year basis, the original deadline for filing the required Form 5500…
Read Full ArticleAugust 17, 2022
Kim S. Moore
When working with our 401(k) audit team our clients can expect a streamlined and organized process. 401(k) Audit…
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