Are you Eligible for a Retirement Plan?

10 years ago

It can be difficult to know when a newly hired employee is eligible to participate in your company’s retirement plan,…

Record Retention – The “Paper” Trail

10 years ago

As plan sponsors are well aware, the pension law (ERISA) includes specific reporting and disclosure obligations with respect to qualified…

Small Business Retirement Plans

10 years ago

https://youtu.be/rDymXhI0Kvc Thank you for tuning into Retirement Plan Consultants YouTube channel. This recording is specifically on small business retirement plan…

Reviewing Loan Options

10 years ago

Participants can watch this demonstration to learn what their loan options are, acquire some helpful tips before requesting a loan,…

Answering Your Fidelity Bonding Requirements Questions

10 years ago

As a retirement plan sponsor, you should be aware that every person who handles the property or funds of the…

Correcting Excess 401(k) Contributions

10 years ago

SITUATION: When we conducted our annual nondiscrimination testing, we found that several of our highly compensated employees had contributed disproportionately more…