by Bill Black, Pension Specialist | Feb 17, 2025 | Newsletters
Winter Newsletter Sneak Peek In this edition, we discuss: Keep On Talkin’ Lost but Not Forgotten Which Bond is Best? Upcoming Compliance Deadlines Click on the button below to read the entire article… Winter...
by Bill Black, Pension Specialist | Nov 8, 2024 | Uncategorized
Fall Newsletter Sneak Peek In this edition, we discuss: Cost of Living Adjustments for 2025 Preventing Late Deposits Higher Catch-Up Contribution Available in 2025 RMD Reminder Upcoming Compliance Deadlines Click on the button below to read the entire article…...
by Bill Black, Pension Specialist | Aug 2, 2024 | Uncategorized
Summer Newsletter Sneak Peek In this edition, we discuss: Effective Communication with Participants Participant Notices: A Quick Overview Mastering the Art of Distributing Participant Notices Plan Ahead for 2025 Long-Term, Part-Time (LTPT) Employees Upcoming...
by Bill Black, Pension Specialist | May 3, 2024 | Newsletters
Spring Newsletter Sneak Peek In this edition, we discuss: Is Automatic Enrollment Required for Your Plan? A Refresher on RMDs New Questions on the 2023 Form 5500 Upcoming Compliance Deadlines Click on the button below to read the entire article… Spring...
by Bill Black, Pension Specialist | Feb 5, 2024 | Newsletters
Winter Newsletter Sneak Peek In this edition, we discuss: Components of Defined Contribution Plan Compliance Testing Does My Plan Need an Audit? 401(k) deferrals: Don’t exceed the limit! Reminder: Long-Term, Part-Time Employee Rules Effective January 1, 2024...
