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Category: 401k Compliance Error

What to Do If You Make an Eligible Compensation Mistake

August 18, 2021

It happens... you've performed your audit and discovered some discrepancies. If you've ever found yourself in this position, you're definitely not alone. In fact, eligible[...]

401k

Plan sponsors, do you have an investment policy? (What you need to know to be compliant)

May 18, 2021

You’ve probably heard that recent litigation over breaches of fiduciary duty under the Employee Retirement Income Security Act (ERISA) has been making a stir. It’s[...]

401k compliance error

Avoid the most common 401k compliance error with these eligible compensation best practices

February 15, 2021

Errors with eligible compensation—or, the income that counts toward your 401k retirement plan—were the number one compliance issue we saw in the 2020 audit[...]