Fall 2024

Fall 2024

Cost of Living Adjustments for 2025 are here! Preventing Late Deposits Higher Catch-Up Contribution Available in 2025 RMD Reminder Upcoming Compliance Deadlines for Calendar-Year Plans Cost of Living Adjustments for 2025 are here! On November 1, 2024, the IRS...
Effective Communication with Participants

Effective Communication with Participants

 Summer 2024 A recent survey found that 59% of workers thought that they were contributing to their 401(k) plan and saving for retirement when they weren’t. The Retirement Security Survey, conducted by Principal, asked participants why they weren’t enrolled in the...
Winter 2023

Winter 2023

 SECURE 2.0 is a GO!  Is it already time to complete another year-end data request? Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future. Upcoming Compliance Deadlines for Calendar-Year Plans     SECURE...
Fall 2022

Fall 2022

Cost of Living Adjustments for 2023 | New Plan Year Checklist | Save or Toss? Proper Plan Record Storage a Must! | Deadline for CARES Act and SECURE Act Amendments Extended | Upcoming Compliance Deadlines for Calendar-Year Plans   Cost of Living Adjustments for...