630.886.7669

Newsletter

Pros and cons of Safe Harbor matching contribution plans

June 24, 2022

To ensure 401(k) plans don’t unfairly prioritize senior executives, the IRS uses an annual test usually called ADP. The ADP test compares the average salary deferral[...]

7/31 deadline for Cycle 3 restatement

May 15, 2022

It may seem everything is going well with your pre-approved 401(k) plan. But are you on course for Cycle 3 restatement? Pre-approved plans are those sold to employers by[...]

You think you’re in compliance… your tech says otherwise

April 20, 2022

Today’s cloud-based business systems simplify and streamline processes like never before. They can help teams around the world collaborate as if they were just around the[...]