by JoAnn Cassell | Apr 15, 2026 | 401k Compliance, Employee Termination
If forfeitures are little more than an afterthought in managing your 401(k) plan, you are not alone. 401(k) forfeitures are one of those quiet plan mechanics that can create outsized compliance issues when plan sponsors misunderstand—or worse, ignore them. Let’s break...
by JoAnn Cassell | Oct 15, 2022 | Employee Termination
Terminating an employee is never easy, but can be necessary. When people leave your company—voluntarily or not—they take the value in their 401(k) plan with them to continue their retirement savings. The catch: this doesn’t happen automatically. After an employee’s...
