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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Contact AndersJuly 3, 2023
Forming a retirement plan committee, even if all the right representatives are selected, is only the first step.…
Read Full ArticleJune 29, 2023
It is the fiduciary duty of the plan sponsor to ensure the safety of participants’ funds, which includes…
Read Full ArticleJune 21, 2023
Congress passed new legislation at the end of 2022 called the SECURE Act 2.0. For more information about…
Read Full ArticleMay 26, 2023
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
Some SECURE Act 2.0 provisions have already come into effect in 2023, but it will continue to have…
Read Full ArticleMay 18, 2023
Each year, with few exceptions, any business that sponsors an employee retirement savings plan, or a 401(k) plan…
Read Full ArticleMay 16, 2023
In previous blog posts, we discussed the concept of “missing” participants in a 401(k) Plan. These are participants…
Read Full ArticleFebruary 28, 2023
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
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
Congress passed a new act called the Securing a Strong Retirement Act of 2022 (commonly referred to as…
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