Browsing Tag
Safe Harbor Plan
17 posts
IRS Updates Safe Harbor Explanations for Retirement Plan Administrators
Notice 2026-13 revises how plan administrators can inform participants about the tax implications of rollover distributions
Left-Behind 401(k)s Could Cost Americans Tens of Thousands
Low returns, high fees of default Safe Harbor IRAs can kneecap accounts left with old employers, new PensionBee analysis finds
PensionBee, SS&C Technologies Launch Safe Harbor IRA
PensionBee and SS&C say the partnership allows former employees to reconnect with their retirement savings and reduces administrative burdens for employers
Merging Seven Plans Into One
The OneDigital team faced an ultimate task: create and design a cohesive retirement plan for 1,800 participants by January 1.
2022 Safe Harbor 401(k) Deadline Quickly Approaching
Small businesses considering going the Safe Harbor route this year have until October 1
8 Mistakes to Avoid When Administering a 401(k) Plan
Between helping patients and running their businesses, physicians are incredibly hard-working individuals. My own advisor practice is dedicated…
3 New Year’s Resolutions for 401(k) Plan Sponsors
In January, Alight Solutions released 2020 Hot Topics in Retirement & Financial Wellbeing, a survey of 130 plan…
Bringing Sunlight to Dark Corners of Safe Harbor IRA Fees
401(k) plan sponsors know all too well that sunlight—coming in the form of transparent fees and disclosures—is vital…
A Good Move: Moving Company Transfers Nearly $2 Million to Employees’ 401ks
In a year filled with more than its fair share of bad news, here’s some good news about…
ARA Wants 401(k) Safe Harbor, Distribution, Reporting Relief
The American Retirement Association is taking a multipronged approach to retirement plan relief in the face of the Coronavirus…