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Understanding the New 2025 Catch-Up Contribution Changes for Ages 60-63
Historically, the catch-up contribution provision has been key for employees over 50 as they accelerate their retirement savings.
Michelle Marsh
Nov 19, 2024

ADP or ACP 401k Testing Failure? Here's What to Do
Corrective action is necessary when ACP and/or ADP 401k testing fails. Here are the steps to getting back into compliance.
Michelle Marsh
Feb 1, 2024

401k Contribution Limits 2024 (And Other Plan Limits)
The Internal Revenue Service ( IRS ) recently announced the 401(k) contribution limits for 2024Â as well as information regarding both...
Michelle Marsh
Jan 5, 2024

The Plan Sponsors Guide to 2024 Mortality Tables
The Internal Revenue Service (IRS) has recently released the regulations on mortality tables for 2024. This has gained a lot of attention...
Michelle Marsh
Nov 27, 2023

How to Prepare for a Retirement Plan Audit: Tips and Best Practices
Retirement plan audits are an essential part of maintaining compliance.. However, it's a daunting thought if you don't know what to expect.
Michelle Marsh
Oct 19, 2023

Reminder: Extended Form 5500 Filing Due October 15th
The deadline for filing an extended Form 5500 is just around the corner. Make sure you're prepared for the October 15th due date.
Michelle Marsh
Oct 5, 2023
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