Someone with discretionary authority over an organization’s 401(k) plan administration, is considered a “Fiduciary.” A fiduciary has many...

Part Two: Testing and Valuation This is a continuation of a previous post. If you have not read part one, which covers checking census...

Part One: Gathering Census Data and Balancing Asset Reports If you sponsor a retirement plan for your employees, you will soon discover...

At this time of year, there is a lot of focus on your retirement plan. Your administration team is focused on gathering data, completing...

401(k) contributions result in tax advantages. As such, it is important that the 401(k) plan benefits all employees...

I am in sales and have I got a deal for you, Mr. Plan Sponsor. I know you don’t want to spend much time on your employee’s retirement...