Posts

No rush! More time for 401(k) and 403(b) disclosures

Last year, plan sponsors had to provide annual investment disclosures…

The birthday effect on retirement plans

Birthdays sneak up on all of us, but if you’re a plan sponsor,…

Do your homework: accountability for plan providers

We don’t want to think this will happen. But here’s a recent…

Looking ahead to 2013 - contribution limit changes

With so much uncertainty about taxes for 2013, your employees…

Protect yourself from a 'prohibited transaction'

Your due date for providing fee disclosures to plan participants…

Two types of auto-enrollment mistakes

Auto-enrollment for 401(k) plans is increasingly a popular option.…

Properly crediting 401(k) accounts when there’s a break in service

When an employee leaves a company before fully vesting, and then…

More info on the service provider fee disclosure regulation

In light of plan sponsors’ need to disclose fees to plan participants…

Do you know if your 401(k) plan is broken?

401(k) plans require much maintenance to meet fiduciary requirements.…

Make a resolution about plan fees

This year, when you make New Year’s resolutions, be sure to…