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Part-Time Employees in 401(k) Plans

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Part-time employees may play an important role in your business, which can be a good thing for your bottom line - and can allow welcome flexibility for your employees, too. Many companies, from manufacturing to health care, are reaping the benefits of a multifaceted work force.
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Determining Retirement Plan Compensation

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It might not surprise you to hear that the IRS has some fairly complicated rules governing compensation levels and retirement plan contributions. In fact, the IRS reports that a good number of plan sponsors get this key issue wrong - a mistake that can cost both time and money.
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A Plan Fiduciary's Responsibilities

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The term “fiduciary” gets used a lot these days; sometimes, we suspect, without a true understanding of what the term means and how fiduciary responsibility applies to our industry. It’s a corner of the retirement plan industry that can be a little murky.
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The IRS is Back with Some Brand New Corrections

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When we work with you as your third-party administrator, we commit to keeping your retirement plan compliant and error-free. And we take that commitment seriously. But as the saying goes, mistakes happen, even with the best intentions and cross-check systems in place. And there are more than a few c...
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The Best Plan to Drive Your Retirement Needs

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Excuse me, can you tell me what kind of car is best for me? It is impossible to answer that question without getting more information…how will the car be used? What is the budget? For fuel efficiency and driving in a crowded downtown area, maybe a Smart Car is best. Hauling heavy loads of construct...
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Automatic Enrollment for 401(k) Plans

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McDonald's may have been the automatic enrollment pioneer 30 years ago, but it wasn't until 2008 when the new Pension Protection Act rules kicked in that it really started to gain serious momentum.
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