Resource Center

Cycle 3 Document Restatement FAQs

Every 6 years, the IRS requires that most qualified retirement plans be restated (or re-written) to encompass legislative changes and regulatory guidance that have been issued since the last restatement cycle. Operationally, the changes are already in effect and, in... Read more
Time to Update

It’s Time to Restate Your Plan

Every 6 years, the IRS requires that most qualified retirement plans be restated (or re-written) to encompass legislative changes and regulatory guidance that have been issued since the last restatement cycle. Operationally, any such changes are already in effect and,... Read more
Winner Winner Chicken Dinner

NorthCoast 99 Winner!

Each year ERC (The Employer’s Resource Council) honors 99 workplaces in Northeast Ohio for attracting and retaining top performers. The program is called NorthCoast 99 and is in its 22nd year. ERC takes in hundreds of applications from area businesses,... Read more

New Limits for 2021

For the year 2021, the IRS has announced their updates of the various limits that govern 401(k) plans. Here are the plan limits for the coming year. Please contact your plan consultant if you have any questions about what these... Read more

What is a Partial Plan Termination?

According to the IRS, you may have a partial plan termination if more than 20% of your total plan participants were laid off or terminated in a particular year. Partial terminations often occur when a division closes or is sold.... Read more

Student Loan Match

Many employees in today’s workforce find themselves with a large amount of student debt and the expense of paying down that debt can keep them from contributing to their retirement plan. In the face of this, employers are increasingly exploring... Read more

Force Out Distributions

These distributions are known by many names: force out distributions, mandatory cash out distributions, automatic rollovers, or involuntary distributions. Although they are known by different names, they all function the same way. A Plan Sponsor must automatically “cash-out” a participant’s... Read more
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