Blog Posts

Record Retention – The “Paper” Trail

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

9 years ago

Small Business Retirement Plans

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

10 years ago

Reviewing Loan Options

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

10 years ago

Answering Your Fidelity Bonding Requirements Questions

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

10 years ago

Correcting Excess 401(k) Contributions

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

10 years ago