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Does your plan sponsor year-end checklist include these tasks?
The end of the year can be hectic for plan sponsors. Making a checklist can help ensure you don’t overlook anything. Here are a few compliance and planning tasks to consider for your list.
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Managing your plan’s cyber liability insurance
Cyber liability insurance is getting more expensive, and plan sponsors need to budget for this added cost. Learn what’s driving up the price and how your cybersecurity strategy may help you secure better pricing.
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What’s a QDRO and what are my fiduciary duties?
What happens to a participant’s 401(k) account in a divorce? It depends on the qualified domestic relations order (QDRO). Learn what a QDRO is and your responsibilities as a plan sponsor.
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Can you pay 401(k) plan expenses from plan assets?
Managing plan fees is more than ensuring that costs are reasonable. You also have to ensure they’re paid by the appropriate party. Learn who can pay the different types of plan expenses.
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What’s the value of working with a 3(38) investment manager?
Like most plan sponsors, you want to offer your participants a well-constructed investment lineup, while reducing your fiduciary risk. Learn how a 3(38) investment manager can help you do both.
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What's IRS Form 5500?
Defined contribution and defined benefit plan sponsors must file IRS Form 5500 every year. Learn what a Form 5500 is, the key deadlines, and the penalties for noncompliance.
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Is fiduciary liability insurance the same as a fidelity bond?
Many plan sponsors think fidelity bonds and fiduciary insurance are one in the same, but they’re not. Our comparison of fidelity bonds versus fiduciary insurance helps you understand the difference and why both are important.
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What does a retirement plan committee do?
Many plan sponsors manage their 401(k) plans by committee. Learn what retirement plan committees do and best practices for having one.
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What employee classification means for your 401(k) testing
Your 401(k) plan and an individual’s working relationship with your business are interconnected. Learn how employee classifications can affect how you manage your plan.
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The basics of the 401(k) coverage test
The 401(k) coverage test is one of the nondiscrimination tests plan sponsors must perform each year to keep their plan compliant. Find out what’s involved in completing this test.
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