Resource Center

New Rules

Summary of Recent Tax Law Changes

A lot of new legislation has been passed in the last few years. Here is a summary of those changes. The SECURE (Setting Every Community Up for Retirement Enhancement) Act was passed in December 2019. It includes many new provisions... Read more
Children playing hide and seek

Missing Participants

The Employee Benefits Security Administration (EBSA) has recently undertaken a nationwide compliance initiative to help retirement plans focus on best practices, maintain complete and accurate census information, communicate with participants and beneficiaries about their eligibility for retirement benefits, and implement... Read more
huge amount of file folders

Back to Basics: Record Retention

Retirement plans create a massive amount of paperwork. Retirement plan records include basic plan documents and adoption agreements, summary plan descriptions (SPDs), specific information about plan participants and beneficiaries, data needed to perform various tests, the tests themselves, governmental reporting,... Read more
Hot Topic

401(k) Loans During a Leave of Absence

What happens when an employee with a loan takes a leave of absence? It depends on the type of leave. There are different rules for a normal leave of absence versus military leave. When it is a non-military leave, the... Read more
Did You Know?

Welfare Plans and Plan Documents

Do you offer any benefits to your employees on a pre-tax basis such as medical, dental, life insurance, Flexible Spending Accounts or Health Savings Accounts? Most employers offer at least one of these benefits but don’t always realize that there... Read more
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The Saver’s Credit

Many participants in your plan may be eligible for a Retirement Savings Contributions Credit, more commonly known as The Saver’s Credit, and not realize it. All participants making elective deferrals are eligible if they are adults, not claimed on another... Read more
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