Browsing Tag
Form 5500
17 posts
6 Lesser-Known SECURE Act Provisions Impacting 401ks
While the major changes resulting from the SECURE Act’s annuities, RMD and open MEPs provisions—plus the elimination of…
3(16) Plan Administration: Make the Path Simple
We hear a lot of conversations among clients and advisors debating the value of a 3(16) plan administrator.…
How to Reduce Early Withdrawals from 401ks
Most retirement professionals do their best to discourage people from taking early withdrawals, but occasionally, circumstances arise where…
What the New Form 5500 Means for 401k Advisors
While the precise nature of any changes and the timing of implementation have yet to be finalized, proposals…
401k Filing Relief for Hurricane Irma Victims
As expected, the Department of Labor has announced employee benefit plan compliance guidance and relief for victims of…
Harsh Comments About Proposed Form 5500 Revisions
The American Retirement Association got in just under the wire. ARA’s Government Affairs Committee filed a comment letter with…
TPA Pays for 401(k) Participant Doc Dodge
A failure to furnish documents in a timely manner when requested by a 401(k) participant could cost the…