Revised 401(k) Eligibility Criteria for Long-Term Part-Time Employees
The SECURE 2.0 Act expands 401(k) plan eligibility for Long-Term Part-Time (LTPT) employees.
Nov 30, 2023
On December 29, 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). This Act expands the eligibility provisions of 401(k) plans for Long-Term Part-Time (LTPT) employees...
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DC Provisions of the Secure Act
Jan 14, 2020
On December 19th, President Trump signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law. This act aims to bolster retirement security with numerous provisions....
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Your Recordkeeping Responsibility for Hardship Withdrawals and Participant Loans
See which records you are responsible for maintaining in the event of hardship withdrawals and participant loans taken from your retirement plan.
Apr 20, 2015
Every year at this time, I take my shoe-box full of receipts, statements and W-2 forms to my accountant’s office so he can prepare my tax returns. And, every year after...
Read moreA Nutrition Label for Your Retirement Plan
Have you ever thought of your retirement plan as a nutrition label?
Apr 14, 2014
Like many Americans, my commute to the office often involves a detour to Starbucks for coffee and a pastry. One day as I perused the menu, I noticed that the nutritional...
Read moreFixing Operational Roadblocks In Your Retirement Plan
Recently, the regulatory environment for retirement plan sponsors has become increasingly complex.
Apr 07, 2014
Recently, the regulatory environment for retirement plan sponsors has become increasingly complex. Unfortunately, this complexity can lead to operational errors in qualified plans. Recognizing that even with the best intentions some...
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