Common Plan Mistakes and How to Fix Them
Ever worried if you were about to make a mistake in managing your plan? We’ll review the most frequent mistakes to help you avoid them and share tips to fix them when mistakes find you.
401(k) 101: The Building Blocks
Start with the basics and learn the important parts of a retirement plan. Maybe you’ve always wondered but didn’t want to ask.
ERISA Connection: How “Limited-Scope” Audits are Changing
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
2021 401(k) Class (Plan Sponsor) Day 5: Study Hall
Go straight to the head of the class and learn [...]
2021 401(k) Class (Plan Sponsor) Day 4: Working with Definiti to Keep Your Plan Secure
Do you know the safest way to share retirement plan [...]
2021 401(k)Class (Plan Sponsor) Day 4: Preparing and Sharing Your Census Data
While accurate census data can keep the IRS and DOL [...]
2021 401(k) Class (Plan Sponsor) Day 4: CyberChat
With cybercrimes on the rise, Definiti is one of the [...]
2021 401(k) Class (Plan Sponsor) Day 3: The Basics of Cross Testing
Cash Balance plans help business owners make the highest possible [...]
2021 401(k) Class (Plan Sponsor) Day 3: Operating a Cash Balance Plan
There are a few considerations that come into play when [...]
2021 401(k) Class (Plan Sponsor) Day 3: Funding a Cash Balance Plan
What happens when your Cash Balance plan is overfunded? Or [...]
