Curated Content Library - Plan Sponsor Consultants

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Publisher: 401(k) Specialist
Author: Editorial Staff

IRS Proposes New LTPTE Regulations for 401(k)s

The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.

The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.
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The IRS has issued proposed guidelines for a SECURE Act rule change regarding long-term, part-time employee participation in 401(k) plans.
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Tags: legislation, secure 2.0, plan design, long term part time, plan administration

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Publisher: The Wagner Law Group | The Wagner Law Group
Author: No Author

Prepare for Upcoming Changes to Defined Contribution Plans Long-Term, Part-Time Employees

Blog: Prepare for Upcoming Changes to Defined Contribution Plans Long-Term, Part-Time Employees | The Wagner Law Group is a boutique law firm handling ERISA & Employee Benefits legal matters.

Blog: Prepare for Upcoming Changes to Defined Contribution Plans Long-Term, Part-Time Employees | The Wagner Law Group is a boutique law firm handling ERISA & Employee Benefits legal matters.
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Blog: Prepare for Upcoming Changes to Defined Contribution Plans Long-Term, Part-Time Employees | The Wagner Law Group is a boutique law firm handling ERISA & Employee Benefits legal matters.
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Tags: participant communication, secure 2.0, plan design, long term part time, plan administration

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Publisher: Spotlight on Benefits
Author: Joshua Waldbeser, Yael Kalman

IRS Issues Interim Guidance on SECURE 2.0 Self-Correction Expansion - Spotlight on Benefits

The IRS has issued interim guidance on Section 305 of the SECURE 2.0 Act. Learn how this significant expansion of the self-correction program impacts your retirement plan.

The IRS has issued interim guidance on Section 305 of the SECURE 2.0 Act. Learn how this significant expansion of the self-correction program impacts your retirement plan.
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The IRS has issued interim guidance on Section 305 of the SECURE 2.0 Act. Learn how this significant expansion of the self-correction program impacts your retirement plan.
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Tags: secure 2.0, plan administration, self corrections

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Publisher: 401(k) Specialist
Author: Thomas Hawkins

Dialing Up the Intensity of Missing Participant Searches - 401(k) Specialist

The “Swiss Army Knife” of missing participant searches can help plan sponsors fulfill their fiduciary duty to ensure that plan participants receive the retirement benefits that they’re owed.

The “Swiss Army Knife” of missing participant searches can help plan sponsors fulfill their fiduciary duty to ensure that plan participants receive the retirement benefits that they’re owed.
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The “Swiss Army Knife” of missing participant searches can help plan sponsors fulfill their fiduciary duty to ensure that plan participants receive the retirement benefits that they’re owed.
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Tags: plan administration, missing participants

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Publisher: Forbes
Author: Chris Carosa

How Can 401(k) Plan Sponsors Address The Biggest Issues They Face Right Now?

Addressing the biggest plan sponsor issues.

Addressing the biggest plan sponsor issues.
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Addressing the biggest plan sponsor issues.
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Tags: plan administration, 401k, starter 401k, small employer

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Publisher: Foley & Lardner
Author: No Author

401(k) Compliance Check #7: Five Administrative Policies Every 401(k) Plan Needs | Foley & Lardner LLP

Five administrative policies every 401(k) plan needs

Five administrative policies every 401(k) plan needs
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Five administrative policies every 401(k) plan needs
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Tags: investment options, loans, cybersecurity, plan administration, missing participants, 401k, compliance

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Publisher: Investment Company Institute
Author: No Author

Running 401(k)

On your marks, get set, here's a fun analogy article about how to "run" a 401(k).

On your marks, get set, here's a fun analogy article about how to "run" a 401(k).
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On your marks, get set, here's a fun analogy article about how to "run" a 401(k).
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Tags: plan administration

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Publisher: KLB Benefits Law Group
Author: No Author

Correction War Stories (Part I): Oops, Was that Plan Compensation?

5 steps for amending plan disqualification failures and maintaining a plan’s tax-qualified status, along with an updated definition of compensation your retirement plan needs.

5 steps for amending plan disqualification failures and maintaining a plan’s tax-qualified status, along with an updated definition of compensation your retirement plan needs.
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5 steps for amending plan disqualification failures and maintaining a plan’s tax-qualified status, along with an updated definition of compensation your retirement plan needs.
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Tags: plan administration, voluntary corrections

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Publisher: 401K Specialist
Author: No Author

Year-End 401k Plan Compliance Checklist

401(k) Plan Compliance Checklist: Employers, important deadlines and regulatory changes to help make sure you're ready for 2022.

401(k) Plan Compliance Checklist: Employers, important deadlines and regulatory changes to help make sure you're ready for 2022.
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401(k) Plan Compliance Checklist: Employers, important deadlines and regulatory changes to help make sure you're ready for 2022.
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Tags: plan administration, compliance

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Publisher: PLANSPONSOR
Author: No Author

Getting Retirement Plan Help From the IRS

The IRS is here to help plan sponsors with plan direction and assistance with administration duties.

The IRS is here to help plan sponsors with plan direction and assistance with administration duties.
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The IRS is here to help plan sponsors with plan direction and assistance with administration duties.
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Tags: irs, plan administration, determination letters

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