June 14,
2016 3013 3013 
This month's newsletter is all about "Fun with Forfeitures." Can forfeitures be fun? Does alliteration - finagling forfeitures, fooling around with forfeitures, finessing forfeitures - make it more fun than it really is? Probably. But for businesses managing retirement plans, forfeitures (when a plan participant forfeits a non-vested portion of his or her account) is essentially inevitable.
April 12,
2016 3984 3984
If your business offers a 401(k) plan—or another type of qualified retirement plan—you have been completing and submitting a 5500 form every year since the plan was initiated. And every year the IRS, the Department of Labor and the Pension Benefit Guaranty Corporation use the information contained in the 5500 to assess your plan’s compliance and its ability to protect the employees who are contributing.
February 10,
2016 3447 3447
Part-time employees may play an important role in your business, which can be a good thing for your bottom line - and can allow welcome flexibility for your employees, too. Many companies, from manufacturing to health care, are reaping the benefits of a multifaceted work force.
December 15,
2015 2542 2542
It might not surprise you to hear that the IRS has some fairly complicated rules governing compensation levels and retirement plan contributions. In fact, the IRS reports that a good number of plan sponsors get this key issue wrong - a mistake that can cost both time and money.
October 20,
2015 2962 2962
The term “fiduciary” gets used a lot these days; sometimes, we suspect, without a true understanding of what the term means and how fiduciary responsibility applies to our industry. It’s a corner of the retirement plan industry that can be a little murky.
September 9,
2015 2682 2682
The IRS is Back with Some Brand New Corrections
July 1,
2015 3014 3014
The Right Combination for Your Retirement Plan
June 1,
2015 2038 2038
The Best Plan to Drive Your Retirement Needs
April 1,
2015 2163 2163
Automatic Enrollment for 401(k) Plans
February 1,
2015 2576 2576
Timing Is Everthing