Get Ready for the Roth Catch-up Requirement: What Plan Sponsors Need to Know to Prepare for the 2026 Changes The Roth catch-up contribution requirements will take effect January 1, 2026…..
Industry: Employee Benefit Plans
Employee Benefit Advisor Winter 2023
2024 Limitations Adjusted (As Provided in Section 415 (D) Notice 2023-75 Section 415 of the Internal Revenue Code (“Code”) provides for dollar limitations on benefits and contributions under qualified retirement…..
Big Changes Are Coming to Form 5500 for 2023
Changes are coming to the Form 5500 for the 2023 plan year. These changes are part of the Form 5500 Modernization Initiative that was announced back in 2016. If you…..
Employee Benefit Advisor – Spring 2018
Active Vs. Passive Investment Funds: Should You Let Participants Decide? According to a report from Casey Quirk by Deloitte and McLagan, 72% of money invested into funds went…
Employee Benefit Advisor – Winter 2018
Change Can Be a Good Thing… with Planning Is your 401(k) working for you the owner group and your employee? If your 401(k) plan isn’t a good match for your…
Employee Benefit Advisor – Fall 2017
401(K) Cheat Sheet: Tips to Help You Save Too! Offering a 401(k) to your employees is a wonderful benefit. It doesn’t have to be expensive and can often be…
Employee Benefit Advisor – Summer 2017
The DOL Fiduciary Rule and Impact on Plan Sponsors In April 2016, the US Department of Labor (DOL) released the long-awaited final regulation on the…
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