Mar 19, 2010
An employer must perform coverage testing to demonstrate that its plan benefits a fair cross-section of employees.
Mar 12, 2010
401(k) plan sponsors generally do not look forward to the annual call from their TPA with their plan's nondiscrimination testing results. If the plan regularly passes testing, that's great news. However, if the client is not so fortunate, there are steps you and your client can take to greatly increase the plan's chances of success.
Feb 12, 2010
Every plan must have a fiduciary responsible for the operation of the plan. Are there actions that can cause one to become a fiduciary? What can a fiduciary do to protect himself?￼
Jan 29, 2010
Jan 22, 2010
Now that the plan year has ended for a majority of our clients, two deadlines exist for making returns due to excess contributions or excess deferrals. What is an excess contribution? What is an excess deferral? What are the deadlines?￼