Prior to 2010, there wasn’t a lot of regulation in 403(b) plans. In many instances, Plans didn’t even have a written plan document. It was also common practice for plans to Continue reading
Plan Sponsors often fall short in one simple area of plan administration: record keeping. It is important that Plan Sponsors keep proper documentation for each area of the Plan. One important Continue reading
Everybody has that thought. You hear news about another poor day in the stock market, which makes you reflect on how that is impacting your 401(k) retirement savings. You also receive Continue reading
Maybe not. A new rule that affects 403(b) plans this year is the annual audit requirement. There is a lot of confusion out there amongst non-profit organizations as to whether or Continue reading
Finding information on employee benefit plans can be difficult and time consuming. As a service to our clients, and other interested parties who are involved in or in need of employee benefit services, we'll gather all of the information for you. We'll keep you up-to-date on the latest laws and regulations and we will even add our own personal insight into what else is occurring in the employee benefits world. We will provide these posts weekly and hope to get your input and feedback on the various topics. We will also share that feedback with others, as we find appropriate.
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