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Is Your Company Part of an Affiliated Service Group? Know for Certain or Risk 401(k) Plan Disqualification
Determining whether your company is part of an affiliated service group is complex, but necessary to avoid plan errors which can result in plan disqualification.
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The 402(g) Limit For 401(k) Plans – FAQs for Employers
The 402(g) limit may be the most straightforward 401(k) contribution limit, but it can get complicated fast when an individual contributes to multiple plans in a year.
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403(b) or 401(k): Which is Best for a Tax-Exempt Organization?
Tax exempts can help their employees save for retirement with a 403(b) or 401(k) plan. Understanding how these plans compare can make the best choice easy.
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4 Questions to Achieve the Ideal 401(k) Plan
An ideal 401(k) plan helps employees and employers meet their goals at a low cost. Ask your plan provider four questions to achieve one for your business.
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DOL Requests 401(k) Fee Disclosure Feedback; We Responded
Participant-directed 401(k) plans must distribute a fee disclosure to participants annually. We suggested content changes to the DOL to improve their effectiveness.
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401(k) Contribution Deductibility - What Employers Need to Know
Understanding the deduction rules for 401(k) plan contributions can significantly reduce your business’s tax liability. These rules boil down to limits and timing.
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SECURE 2.0 Non-Discrimination Testing Changes: Good News for Small Businesses
The 401(k) non-discrimination testing changes made by SECURE 2.0 can help a small business increase employee savings and reduce plan costs.
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How to Prepare Your 401(k) Plan for SECURE 2.0 Changes
Not preparing a 401(k) plan for SECURE 2.0 could lead to lower contribution limits, missed tax breaks, or unnecessary administration. Here are changes to consider.
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Replacing a SIMPLE IRA with a 401(k) – Frequently Asked Questions
Replacing a small business SIMPLE IRA with a 401(k) is not a complicated process, but it does require planning. Our FAQ can help the process go smoothly.
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401(k) Investment Selection – Don’t Let ESG Factors Distract You
Fiduciaries should be focusing on relevant risk-return factors, including investment fees, in evaluating 401(k) investment options and not be distracted by ESG factors.
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