Resource Center - Page 3 of 3 - Noble Davis Consulting, Inc.

What’s Next When a Participant Leaves Employment?

March 2018

When an employee leaves your company, their status as a participant in the company’s retirement plan is often an afterthought. However, you have a fiduciary obligation to distribute the participant and beneficiary vested balances accrued under the plan, so they... Read more

Noble-Davis Has Settled Into Our New Home

February 2018

General

It’s hard to believe it has been five months since we’ve moved from our old office to our current location, just a few miles away. Our Moving Team of Dennis, Erica, Mary, and Halle all did a great job in... Read more

Should I Be Withholding 401(k) Deferrals If My Employee Leaves?

February 2018

Compensation

Determining what counts as compensation for your plan can sometimes be confusing, especially when you are paying amounts to participants who have left employment. When someone leaves employment, you may or may not be able to use their final compensation... Read more

Online Election Forms Available

February 2018

Investment Elections

Paper election forms can be a thing of the past for clients with participant web access. The Noble-Davis website can be set up for your plan to let participants make online contribution changes – they will receive an email confirmation... Read more

Designate Beneficiaries Electronically

January 2018

Beneficiaries

The Noble Davis website now allows participants to designate their beneficiary electronically. By completing the election via the website, the participant can establish or change beneficiaries as needed. However, please note: if the participant is married and wishes to designate... Read more

Do You Have a Beneficiary Designation for Your Plan?

January 2018

Beneficiaries

Unfortunately, accidents can happen. Since benefits in a retirement plan do not need to go through probate if the participant has designated a beneficiary for the plan, we highly recommend that all participants who have a benefit in a retirement... Read more

Lots of Questions!

January 2018

Retirement Plans

As we enter into tax season, we just wanted to provide a little explanation of what needs to be done for your retirement plan every year to meet IRS and Department of Labor requirements and why we need to ask…... Read more

2018 Plan Limits Update

January 2018

Retirement Plans

Just a quick update: After we sent out the new Limits for 2018 in last month’s newsletter, the Social Security Administration reduced the 2018 wage base slightly from $128,700 to $128,400.

Happy New Year for 2018

January 2018

General

During this season, we here at Noble Davis wanted to take a moment to show the appreciation we have for the relationship we have with you. We hope that the coming year will be a good one, bringing you continued... Read more