ERISA Connection: Preparing Plans for Auto-Enrollment
Definiti will begin preparing notices and required amendments for plans that need to add automatic enrollment, effective January 1, 2025. Learn more in this ERISA Connection.
Definiti will begin preparing notices and required amendments for plans that need to add automatic enrollment, effective January 1, 2025. Learn more in this ERISA Connection.
For the 2023 Plan Year, the methodology for counting participants has changed. Employees are counted as “participants” if they have an account balance at the end of the Plan Year.
In this ERISA Connection article for retirement plan sponsors and their financial advisors, you'll find information about the delayed amendment deadline and mandatory automatic enrollment for CODAs.
We discuss two topics in this ERISA Connection: matching contributions for student loans and selecting private equity Investments for 401(k)s.
The IRS announced a new program to allow employers to conduct a self-audit of their retirement plan before a scheduled examination by the IRS.
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.