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Answer these important questions before you resign
Surviving a global pandemic has caused many people to reevaluate what’s important to them—careers, relationships, and where and how they’re spending their time. Before you take the leap out of your current job without a new one lined up, make sure you’re financially prepared for both the short- and long-term repercussions.
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Three key financial metrics for retirement plan TPAs
Is your TPA firm poised to successfully withstand the changing marketplace? These key financial metrics can help you decide.
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Tap into the tax benefits of saving in a 401(k)
401(k) plans give your retirement savings special tax treatment. Understanding the tax implications of saving in your 401(k) can help you cut your tax bill today and, possibly, over the course of your lifetime.
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Can retirement plan participants do mega backdoor Roth 401(k) every year?
Defined contribution (DC) plans go a long way in helping Americans save for retirement. But IRS limits keep some people from maximizing their savings in ways that help them minimize their taxes. Adding a mega backdoor Roth feature to your company’s 401(k) plan can enable your high-earning employees to save more—and, yes, they can do it every year it’s available in their plan.
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A guide to 408(b)(2) fee disclosures for retirement plan sponsors
ERISA Section 408(b)(2) stipulates that covered service providers must disclose information about their services and fees in writing to the plan’s fiduciaries. And as a fiduciary, you must evaluate the disclosures and determine whether the cost of services provided by the plan’s CSPs is reasonable.
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Group annuity or trust company—which is better for a 401(k) plan to make investments available?
Retirement plans, such as 401(k) plans, offer participants the opportunity to save and invest for their future. To protect participant assets and enable them to be invested, plan sponsors must hire a provider that can recordkeep the plan and also hold the plan’s assets and provide access to investments. The two types of entities through which recordkeepers do this are generally insurance companies and trust companies. It’s helpful to understand both arrangements and the terms involved.
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What’s your ERISA duty with qualified retirement plan documents?
Failing to update your plan document for new laws, like the SECURE Act and CARES Act, jeopardizes your plan. Stay compliant. Learn the basics about documents and amendments.
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A checklist for retirement plan fiduciaries amid industry consolidation
Retirement plan sponsors are likely aware of the ongoing consolidation of recordkeepers over the last several years. When there’s a change in any of your plan’s service providers, your fiduciary duty to select and monitor them comes into play. This checklist can help you do your duty to assess the impact of the change on your plan.
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Avoid these four common 401(k) nondiscrimination testing mistakes
401(k) nondiscrimination testing must be performed annually to keep your plan compliant, and accurate results are vital. Learn how to avoid four common mistakes.
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Four things to know before applying to grad school
Have you been thinking about attending graduate school? Will an advanced degree help you advance your career? Perhaps the pandemic has caused you to reprioritize your professional goals. Whatever your reasons, there are a few things you should know before starting the application process.
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