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GAO Recommends Much Needed 401(k) Fee Disclosure Reform
The GAO found 40% of plan participants do not understand the 401k fee information mandated by the DOL; recommends welcome fee disclosure reform.
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Could the FTC Save Consumers from Hidden 401(k) Fees?
The Institute for Policy Integrity petitioned the Federal Trade Commission (FTC) to ban “hidden fees in all industries." They should start with hidden 401(k) fees.
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401(k) Fiduciary Liability Insurance – Factors that Raise Premiums
Understanding the factors that increase the price of 401(k) fiduciary liability insurance coverage can help plan fiduciaries more easily avoid liability.
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How to Simplify Your 401k Admin with a Cycle 3 Plan Restatement
Most 401(k) plans must be "restated" to reflect IRS-mandate Cycle 3 changes from August 1, 2020 to July 31, 2022. Here are some plan simplifications to consider.
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Preventing Identity Theft in a Retirement Program as an Employer
Identity theft is a big problem with retirement plans. Learn the steps you can take to protect your participants.
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Lost Participants – What Employers Need to Know
One of the most frustrating issues plan sponsors run into is locating “lost” participants. Learn how to handle this issue in this quick read.
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How to Select an Auditor for the Form 5500
Learn how to select the right 401k auditor, avoid costly mistakes, and ensure compliance with ERISA. Discover what qualities to look for, and where to find reputable auditors.
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Preventing Identify Theft in Your Retirement Plan
Identify theft is a big problem with retirement plans. Luckily there are steps you can take to prevent it. Learn more in this FAQ.
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Voluntary Contributions - Probably Not a Fit for Your 401(k) Plan
Voluntary 401(k) contributions are after-tax employee contributions like Roth deferrals, but subject to different ERISA rules.
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The ADP and ACP Tests - What You Need to Know
Learn about the ADP & ACP tests – the two of the three main 401(k) nondiscrimination tests.
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