What Are My Responsibilities as a 401(k) Plan Sponsor if We Outsource to a Third-Party Administrator?
As a plan sponsor, even if you outsource the administration of your organization’s 401(k) plan to a third-party…
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401(k) Request for Proposal Process
One of the very first steps you need when hiring of a qualified benefit plan auditor is to…
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401(k) Plan Asset Report and Reconciliation
Your 401(k) plan management team, including the plan administrator and trustee, are in charge of the establishment and…
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Fiduciary Responsibilities of a 401(k) Plan Administrator
As a 401(k) plan administrator, your responsibilities include specific fiduciary administrative duties you must adhere to stay in…
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Why Establish a 401(k) Committee Charter?
Forming a retirement plan committee, even if all the right representatives are selected, is only the first step.…
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401(K) Audit CPA Success Show: Is Your 401(k) Plan Protected from Cyber Threats?
It is the fiduciary duty of the plan sponsor to ensure the safety of participants’ funds, which includes…
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How 401(k) Plan Sponsors Should Prepare for SECURE Act 2.0 Catch-Up Contribution Changes
Congress passed new legislation at the end of 2022 called the SECURE Act 2.0. For more information about…
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What are 401(k) Forfeiture Accounts?
When an employee leaves your workplace, what happens to their 401(k) funds? What are forfeitures in a 401(k)…
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SECURE Act 2.0 Provisions Coming in 2024 and Beyond – What Plan Sponsors Can Do Now
Some SECURE Act 2.0 provisions have already come into effect in 2023, but it will continue to have…
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401(K) Audit CPA Success Show: What is Form 5500 and When is It Due?
Each year, with few exceptions, any business that sponsors an employee retirement savings plan, or a 401(k) plan…
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