Fixing Plan Mistakes – Failure to Start Minimum Distributions

Managing a retirement plan can be a challenging task. There are many rules and regulations that the plan sponsor must follow which include participant deferrals, hardship loans, contribution management and limits to review and hardship distribution management. In addition, the plan sponsor needs to work closely with the plan custodian

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Preparing For an Employee Benefit Plan Audit

For many growing businesses, there may come a time for an when an employee benefit plan (EBP) audit is mandated by the Department of Labor. If you’re not prepared for the additional scrutiny, especially in light of ever-changing rules and procedures governing qualified employee benefit plans, it can cost valuable

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Ruling Increases Retirement Plan Litigation Exposure

Retirement planning is a key financial goal for everyone in the workforce today. Ensuring that an individual or couple is properly investing to ensure there is enough for retirement is a critical component to any financial plan. In fact, most people today leverage their company’s retirement plan (401k or 403b)

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Employee Benefit Plan Update

Defined Benefit Plans – Updated Mortality Tables The Society of Actuaries (SOA) has issued updated mortality tables (RP-2014) which is the first update since 2000. As we all know, through medical technology and other factors, people continue to live longer and that is great news to all of us individually

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