Resource Center

Changes to Retirement Rules Being Considered

October 2018
General
Recently President Trump signed an executive order that asked the Department of Labor and the Department of Treasury to review certain aspects of how retirement plans operated. The executive order asks the DOL and Treasury to review the feasibility of... Read more

Loan Offset Rules Change

October 2018
Loans
If a participant has outstanding loan taken from the Plan at the time of distribution, it is typical for their plan benefit to be offset by the amount of the loan. The loan offset amount is treated as a distribution... Read more

Welfare Plans and Summary Plan Descriptions

October 2018
Welfare Plans
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

A guide to Roth 401(K) contributions

August 2018
Contributions, Payroll
What is the difference between regular 401(k) contributions and Roth 401(k) contributions? When a participant defers pay to a regular 401(k) account, the amount is taken from their pay on a pre-tax basis. They won’t be taxed until they withdraw... Read more

Noble-Davis wins NorthCoast 99 Award

August 2018
General
Noble-Davis Consulting, Inc. is proud to be recognized by ERC as one of Northeast Ohio’s 99 best places to work! This is the ninth time that we have received the NorthCoast 99 award. “I am so excited and grateful to... Read more

New 401(k) Hardship Rules Beginning in 2019

July 2018
Distributions
Things are getting easier for participants who need to take a hardship withdrawal. Effective for plan years starting after December 31, 2018, and subject to a plan amendment, if your plan allows hardship distributions, participants will be able to withdraw... Read more

Do you need to “wrap” it up?

June 2018
Welfare Plans
Most employers provide some type of employee welfare benefit plan that are subject to ERISA requirements. Examples would be medical, dental, vision, disability or insurance programs. An employer sponsoring these plans needs a written contract with the insurance company and... Read more

Schwab Address Change

June 2018
General
Charles Schwab Bank has recently made some changes to their mailing addresses. If your plan has any accounts with Charles Schwab, you may need to update your records in order to avoid processing delays. Below are the affected addresses. As... Read more
Noble-Davis Consulting, Inc.
6190 Cochran Road, Suite D, Solon, OH 44139

E-mail: contactus@nobledavis.com

Phone: 440-498-8408
Toll Free: 1-888-657-0702
Participant call-in line: 1-866-811-6604
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