Sep 9, 20161 minBack to School – 401(k) EditionWhat makes 401(k) plans so popular, and who can sponsor and participate in these plans? Our 401(k) refresher sheet answers these...
Apr 28, 20153 minA Safe Harbor Plan Makes “Cents”401(k) plans require annual testing known as ADP and ACP. These tests are performed to determine if highly compensated employees and...
Apr 9, 20153 minIs It Time to Sail Into a Safe Harbor 401(k)?Although it seems like it’s still a million miles away, October 1st is just around the corner. What is the significance of the October...
Apr 1, 20153 min14 Years of Failed 401(k) Testing…This is no April Fool’s JokeWe once took over a retirement plan from another Third Party Administrator. The business sponsoring the plan was a small family owned...
Apr 16, 20147 minThe Continuing Evolution of the Safe Harbor 401(k) PlanThe safe harbor 401(k) plan roared onto the scene in 1998 as a new design that allowed company owners and other highly compensated...