News

Winter Newsletter Sneak Peek We are excited to deliver the Winter 2025 Newsletter. Below is a summary with some teaser language you can use when directing contacts to your website to read the newsletter. Winter Newsletter Sneak Peek In this quarter's edition, you will...

Fall Newsletter Sneak Peek We are excited to deliver the Fall 2025 Newsletter. Below is a summary with some teaser language you can use when directing contacts to your website to read the newsletter. Fall Newsletter Sneak Peek In this quarter's edition, you will find:...

Summer Newsletter Sneak Peek You may have been reading in the news about the recent uptick in ERISA class action lawsuits relating to the use of forfeitures. This article will be relevant to your plan if you have employer contributions and apply a vesting schedule to...

Spring Newsletter Sneak Peek In our last issue, we discussed the benefits of communicating with plan participants. Now let’s talk about keeping in touch with us. In this edition, we discuss: Communicating with Us Could Immediate Vesting be a Win-Win for Your Plan?...

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...

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...

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 Upcoming...