Samantha Diggs
Avoid Making These 10 Retirement Planning Mistakes
It’s hard to imagine that the decisions you make now will have a long-lasting impact on the future of your life. Nevertheless, they do,...
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Samantha Diggs
- Jul 22, 2020
Fixing Problems With Your Organization’s 401(k) Plan
Someone with discretionary authority over an organization’s 401(k) plan administration, is considered a “Fiduciary.” A fiduciary has many...
Samantha Diggs
- Feb 3, 2020
What Work is Done by your Third Party Administrator During the Year-End Compliance Testing Season?
Part Two: Testing and Valuation This is a continuation of a previous post. If you have not read part one, which covers checking census...
Samantha Diggs
- Jan 27, 2020
What Work is Done by your Third Party Administrator During the Year-End Compliance Testing Season?
Part One: Gathering Census Data and Balancing Asset Reports If you sponsor a retirement plan for your employees, you will soon discover...
Samantha Diggs
- Jan 14, 2020
Top Three Errors Found in Retirement Plan Administration
At this time of year, there is a lot of focus on your retirement plan. Your administration team is focused on gathering data, completing...
Samantha Diggs
- Jan 1, 2020
What is 401(k) Nondiscrimination Testing and Why is it Important?
401(k) contributions result in tax advantages. As such, it is important that the 401(k) plan benefits all employees...
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