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80/120 rule for 401k plan audits.

Growing 401(k) plan? The 80/120 rule could save you time and money.

November 15, 2023

If your 401(k) plan is close to hitting “large” by DOL rules at the start of your plan year, the 80/120 rule could save you time and money.   It happens. You[...]

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

Don't get surprised at audit time. Stay compliant when handling the 401(k) or benefits plans during a merger or acquisition. Merging or holding companies? Buying a[...]

401k audit compliance payroll income type

Review BEFORE the audit: not every income type is the same

April 15, 2023

Imagine this: The sales team has the best quarter ever. Five of seven team members win record-breaking performance bonuses. To keep the momentum going, they are sent[...]