401k

Are Your Participants Experiencing a Fee Imbalance? Understanding Fee Levelization [Video]
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Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began to consider the appropriateness of the allocation of plan fees among participants. This is a subject that generally had not been on the radar screen of many plan fiduciaries, but once identified, tends to generate  Read More →
UPDATED: 2018 Retirement Plan Limits
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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 →
Can I Send Participant Notices Electronically? A Brief Guide to e-Delivery
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The number of notices and disclosures required to retirement plan participants has increased while methods to access information has changed drastically. Many people receive their news and information on electronic devices through apps and social media. What remains the same is the Department of Labor’s (DOL’s) guidance about permissible methods to provide notices electronically. There  Read More →

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