Record Retention – The “Paper” Trail

8 years ago

As plan sponsors are well aware, the pension law (ERISA) includes specific reporting and disclosure obligations with respect to qualified…

Small Business Retirement Plans

8 years ago

https://youtu.be/rDymXhI0Kvc Thank you for tuning into Retirement Plan Consultants YouTube channel. This recording is specifically on small business retirement plan…

Reviewing Loan Options

8 years ago

Participants can watch this demonstration to learn what their loan options are, acquire some helpful tips before requesting a loan,…

Answering Your Fidelity Bonding Requirements Questions

8 years ago

As a retirement plan sponsor, you should be aware that every person who handles the property or funds of the…

Correcting Excess 401(k) Contributions

8 years ago

SITUATION: When we conducted our annual nondiscrimination testing, we found that several of our highly compensated employees had contributed disproportionately more…