ADP Test

Passing Your ADP Test – Here’s What You Need To Know

April 5, 2018 by Evan Ross

For sponsors of 401(k) plans, the first part of the year is exam time. That’s when several tests are performed to determine if the plan’s […]

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Automate Your Retirement Plan Reviews

It’s Time for your Retirement Plan Review – Why Not Get Automated?

March 29, 2018 by Evan Ross

Say you’ve had the company 401(k) up and running for some time now. So you know there are lot of moving parts, and a lot […]

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403b Fiduciary - Is Your Advisor On Your Side?

403(b) Fiduciary: Is Your Advisor Acting In Your Company’s Best Interests?

March 29, 2018 by Evan Ross

It would be perfectly logical to assume the advisor who helps you with your 403(b) plan’s investments would be acting in your employees’ best interest. […]

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Should You Include a Managed Account Option in Your 401(k)?

March 22, 2018 by Evan Ross

There’s a lot of talk about managed accounts these days. But what exactly is a managed account? A managed account is a 401(k) option whereby […]

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Retirement Plan Types: 401(k) vs SEP IRA, SIMPLE IRA, and Solo 401(k)

March 22, 2018 by Evan Ross

So you’re thinking about investing in a retirement plan for your small business? Great idea! You’ll have the opportunity to grow your retirement nest egg […]

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401(k) risk

401(k) Risk: Are You Taking On Too Much?

March 14, 2018 by Evan Ross

If you’ve ever wondered about the 401(k) risk for your plan, then you are familiar with the notorious Form 5500. That’s the document designed to […]

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IRS Determination Letter

What Is An IRS Determination Letter?

March 13, 2018 by Evan Ross

If you have a customized 401(k) plan, you may have been a regular pen pal with the IRS. The documents of a qualified retirement plan, […]

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What Is A 401(a) Plan?

March 5, 2018 by Alex Goldberg

Among the alphabet soup that describes the defined contribution world, 401(a) plans are among the lesser known. The 401(a) primarily covers government employees, including those […]

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457(b) vs. 401(k): What are the key differences?

March 2, 2018 by Alex Goldberg

If you have narrowed your answer down to a) a passenger jet or b) a type of retirement plan, congratulations! A 457(b) is a retirement […]

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401(k) Hardship Withdrawal: What’s Your Plan’s Policy?

February 20, 2018 by Alex Goldberg

Plans sponsors have a lot of options when designing the company’s 401(k) plan. Among the choices an employer can make is whether or not to […]

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