Retirement Plans Blog

Retirement plan management responsibilities for tasks like Form 5500 filings are often a team effort. In the past we've written about the roles of your in-house team (see Make Sure Your 'In-House' Benefits People Understand Their Responsibility And ...
[Read more] about Form 5500 And Other Responsibilities: Do You Understand Your CPA’s And TPA’s Roles?

Like an ink stain on otherwise clean white carpet, a scrivener's error is a problem, an embarrassment, begging for attention. The current dilemma facing plan sponsors and their advisers is what to do with them? Should, or must, they be professionally ...
[Read more] about Scrivener’s Errors – What To Do?

Some HR managers hate this time of year because January through March is when they're forced to tell their company's highly compensated employees (HCEs) that they'll be refunded a portion of last year's deferrals because – once again – the 401(k) ...
[Read more] about Improving 401(k) Testing: Don’t Shoot The Messenger

Opportunities for businesses and professionals in transition to "double-up" on their annual contributions... In today's economy, it seems as though professionals and small-business owners are constantly changing the form in which they do business ...
[Read more] about Don’t (Let That Extra Contribution) Get Lost In The Shuffle

Economic recovery since 2008 has meant different things to different industries and to individual businesses. For many, it means doing more with less, especially less staff. Sponsors of tax-qualified retirement plans such as the 401(k) who have had ...
[Read more] about Retirement Plan Partial Terminations – It’s A Question Of Vesting

Picking your infield - your first line of defense... With retirement plans, as in baseball, having a strong infield will be the key to your defensive success. This is where the majority of the plays are made — by the in-house players (or ...
[Read more] about In-House Benefits Teams Need To Understand Their Responsibilities And Liability