Resource Center

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

Mergers and Acquisitions

June 2018
Plan Design
In this ever-changing business environment, your company may find itself acquiring another organization that has an existing qualified retirement plan. You need to let us know as soon as you are contemplating either a sale or a purchase of another... Read more

Are You in Compliance?

May 2018
Welfare Plans
Do you offer any of these benefits to your employees? Medical Dental Vision Disability Life Insurance Tuition Reimbursement Pre-Paid Legal Flexible Spending Account (FSA) Health Savings Account (HAS) Health Reimbursement Arrangement Most employers offer at least one of these benefits... Read more

Why Go Paperless?

May 2018
General, Participant Website
In this day and age there are many reasons why electronic delivery is the superior method for communicating with plan participants. Here are some of them: Direct Cost Savings The incremental cost of printing and mailing participant communications can be... Read more

Lunches for those in need

April 2018
General
We at Noble-Davis place a high premium on giving back to our community. Recently the staff of Noble-Davis spent an afternoon packing lunches for the homeless. Throughout the week we all brought in different food and supplies, and at the... 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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