Plan Operations & Admin

Lost & Found: Locating Missing Participants
Team SummitEmployer Resource Center, Fiduciary Governance, Plan Operations & AdminComments are off for this post
At one time or another all plan sponsors will likely be in the position of having to locate missing participants. This may be related to delivery of regulatory required communications, distributing of assets, or communicating fund changes to active and/or terminated participants. If the delivery of necessary communications is encumbered because a participant cannot be  Read More →
The Tax Bill Has Landed
Team SummitEmployee Financial Resource Center, Employer Resource Center, Financial Planning, Plan Operations & AdminComments are off for this post
People from across the political spectrum have been united as they wait anxiously to see what’s going to make it into the unified version of the Tax Cuts and Jobs Act. Finally, the wait is over. This sweeping tax reform is poised to impact nearly every part of the American economy and, now that the  Read More →
UPDATED: 2018 Retirement Plan Limits
Team SummitEmployer Resource Center, Plan Operations & AdminComments are off for this post
In late October, the Internal Revenue Service (IRS), in conjunction with the Social Security Administration (SSA), graced us with the much-anticipated Retirement Plan Limits for 2018, which provided a small bump in 401(k) Elective Deferrals from $18,000/year to $18,500/year. The original announcement also included a slight increase in the FICA Taxable Wage Base from $127,200 in  Read More →

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