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 ...
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Scrivener’s Errors – What To Do?
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 ...
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Improving 401(k) Testing: Don’t Shoot The Messenger
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) ...
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Don’t (Let That Extra Contribution) Get Lost In The Shuffle
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 ...
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Coverage Rules For 401(k)’s And Other Qualified Plans – Part 3. Average Benefit Test And The Minimum Participation Rule
This is the third in a series of articles designed to inform you of the significance of the so-called "coverage rules" and the "minimum participation rules" applicable to qualified retirement plans, (here are Part 1 and Part 2 if ...
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Coverage Rules For 401(k)’s And Other Qualified Plans: Part 2 Annual Testing
This is the second in a series of articles designed to inform our readers of the significance of the so-called "coverage rules" and "minimum participation rules" applicable to qualified retirement plans. Here are Part 1 and Part 3. In this ...
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