Michelle Marsh
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.
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Samantha Diggs
- Feb 27, 2023
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,...
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...
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