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There are many service providers on your 401(k) plan team. Here’s what their roles are and what to expect from each of them.

Know who’s who: Your 401(k) plan service providers

September 15, 2023

There are many service providers on your 401(k) plan team. Here’s what their roles are and what to expect from each of them. To keep your 401(k) plan sustainable,[...]

Don't get surprised at audit time. Stay compliant when handling the 401(k) or benefits plans of an acquired company.

Got M&A? Don’t forget to consider 401(k) plans in your merger or acquisition.

August 15, 2023

[caption id="attachment_677" align="aligncenter" width="640"] Photo by Edmond Dantès.[/caption] Don't get surprised at audit time. Stay compliant when handling the 401(k)[...]

What are Agreed-Upon Procedures, and when do you need them?

July 15, 2023

Don't require a full-scale audit? There's an alternative: agreed-upon procedures. In our last blog, we discussed changes to 401(k) audit requirements that mean many small[...]