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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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401(k) Amendment Rules – Strict, but (Mostly) Straightforward
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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Terminating Your Plan? Here’s What You Need to Know
Terminating your plan isn’t as simple as just walking away. Learn what you need to know in this 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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