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…
Read Full ArticleFebruary 4, 2025
SECURE Act 2.0 is ushering in additional changes that 401(k) plan sponsors and administrators need to prepare to…
Read Full ArticleJanuary 28, 2025
When an employee leaves your workplace, what happens to their 401(k) funds? What are forfeitures in a 401(k)…
Read Full ArticleOctober 15, 2024
Maintaining robust internal controls in your 401(k) plan is essential not only for compliance but for ensuring the…
Read Full ArticleSeptember 10, 2024
SECURE Act 2.0 brought several significant changes for 401(k) plans in 2024, has your organization made adjustments to…
Read Full ArticleSeptember 2, 2024
As 401(k) plan audits for 2023 wrap up, plan sponsors and administrators should look ahead to how they…
Read Full ArticleJuly 8, 2024
As the end of July approaches, plan sponsors must finalize their 401(k) plan audits and prepare to file…
Read Full ArticleMay 20, 2024
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
The latest Department of Labor (DOL) Audit Quality Study reveals that 401(k) audits are increasingly specialized, requiring businesses…
Read Full ArticleFebruary 6, 2024
Once your business reaches 80 to 120 employees, it must undergo an audit of its 401(k) plan, but…
Read Full ArticleJanuary 31, 2024
As a 401(k) administrator, failing to take a proactive stance in your yearly planning can result in missed…
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