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Vesting Schedules – Everything You Need to Know
As a 401(k) participant, understanding your vesting schedule is crucial. Learn what you need to know in this short guide.
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Top 10 401(k) Mistakes Found in the IRS Voluntary Compliance Program
Severe consequences can result when a 401(k) plan fails to meet one or more of the plan qualification requirements – including IRS penalties for the employer.
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Acquisition or Merger? Don’t Overlook the Seller’s 401(k) Plan!
After acquiring a company with a 401k, there 3 options for the plan - merge it into their own plan, keep it stand-alone, or terminate it.
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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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What to Do When Your Retirement Plan Terminates
Is your employer terminating your retirement plan? Learn what to do in this easy-to-read guide.
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