Wondering how to choose the right 401(k) plan auditor for your organization? Here’s what to look for—and avoid—in selecting your auditing firm. If your[...]
A new DOL policy means you may not need a 401(k) plan audit. On February 23, the Department of Labor, IRS, and Pension Benefit Guarantee Corporation unveiled major changes to[...]
Plan sponsors and advisors, building a relationship with your 401k or benefits plan auditor is better than any questionnaire. Here's why. No matter if you’re a 401(k)[...]
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[...]
Auto-escalation is another way you can encourage investment in your 401(k) plan and help your employees put their money to work. With auto-escalation, employees’ 401(k)[...]
Things that “aren’t your problem” before the introduction of your 401(k) very much become your problem once you have a plan to administer–especially when reviewed in[...]
Auto-enrollment is great for your employees. It helps with one of the challenges we all face: inertia. Instead of slogging through a complicated process to enroll in[...]
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[...]
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[...]
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[...]
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Saint Charles, Illinois 60174
630.886.7669
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