If you’re looking for a plan with higher contribution limits, a cash balance might be a good fit for you. We’ll review the benefits of a cash balance plan, and a few things you need to consider before adding one to your 401(k).

Safe harbor 401(k) plans require employers to choose one of three possible contribution options: Nonelective Contribution, Basic Match, Enhanced Match. We’ll cover these popular options, along with a few others, and explore ways to make matching work for you and your participants.

From eligibility and entry dates to tong-term part-time employees and missing participants, this session covers the all the different considerations for the participants of your plan.

Do you know the safest way to share retirement plan and participant data with Definiti? We’ll show you tips and techniques to use when sharing vulnerable data electronically with your Retirement Plan Consultant.

The retirement plan industry has its own unique terminology that represents legally defined terms and frequently used and exceptionally long names. We’ll review the most common retirement plans terms you should know and define them for you.