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The 401(k) Form 5500: Your Questions Answered
Form 5500 reports information about a 401(k) plan to government agencies and employees. In this guide, we'll break down frequently asked questions.
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401(k) Annual Administration - A Checklist for 2025
An important 401(k) fiduciary responsibility is ensuring plan administration tasks are completed timely each year. Our 2025 checklist makes this job easy.
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401(k) Amendment Rules – A Guide for Employers
The Internal Revenue Service has strict rules for amending 401(k) plan documents. To stay out of trouble, employers should understand some amendment basics.
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401(k) Participant Disclosures - What Employers Need to Know
401(k) plans have complicated participant disclosure rules. However, an employer’s role in meeting these requirements is basic when a qualified 401k provider is used.
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401(k) Forfeitures: How and When They Must Be Used
A forfeiture is the non-vested portion of a 401(k) account when certain events occur. We summarize how and when 401(k) plans must use forfeitures based on IRS rules.
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New 401(k) Audit Rule for Form 5500 is Good News for Small Businesses
Recent Form 5500 changes will subject fewer small business 401(k) plans to an independent qualified public accountant audit.
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New 401(k) Lifetime Income Disclosures – What to Know
The SECURE Act's lifetime income disclosure should help 401(k) participants understand how much income their account balance could produce in retirement.
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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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Terminating Your Plan? Here’s What You Need to Know
Learn about the process of terminating your 401(k) plan. Discover actions required, fully vesting participant accounts, IRS involvement, participant options & necessary last steps to avoid penalties.
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