Michelle Marsh
How New Substitute Mortality Tables Impact Defined Benefit Plans
Covid-19 prompted the IRS to update its rules on substitute mortality tables. Gain insight on what this mean for defined benefit plans.
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Michelle Marsh
- Jul 24
Crafting Your Summary Plan Description: A Beginner’s Guide
A Summary Plan Description is the key communication tool between a plan sponsor and the participants of ERISA-covered plans.
Michelle Marsh
- Jun 20
Understanding 401(k) Hardship Withdrawals
401(k) hardship withdrawals are a penalty-free way for participants to pull funds from their retirement in an emergency.
Michelle Marsh
- May 21
The Ultimate ERISA Overview for Employers
ERISA is a federal law enacted in 1974. Its primary goal is to regulate private sector employee-sponsored retirement plans.
Michelle Marsh
- Feb 16
LTPT Decoded: Plan Rules for Long-Term Part-Time Employees
Long-term part-time employees (LTPT) can present unique challenges for plan sponsors when it comes to their retirement plans.
Michelle Marsh
- Jan 5
401k Contribution Limits 2024 (And Other Plan Limits)
The Internal Revenue Service (IRS) recently announced the 401(k) contribution limits for 2024 as well as information regarding both...
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