Planning & Research
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Regulatory Limits
A Plan’s written document will define the terms and provisions of your employee retirement plan.... Read More
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Procedures
The number one Plan administration procedure for all employer-sponsored retirement plans is to follow the plan document... Read More
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Defining Terms
A federal law that sets minimum standards for most voluntarily established pension and health plans in private industry... Read More
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Testing Sequence
Some of the most common qualified plan rules are identifying Highly Compensated Employees (HCE), Key Employees... Read More
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ADP/ACP Testing
Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP) are the most frequent compliant... Read More
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ERISA Section 404(c)
Since the enactment of Employee Retirement Income Security Act of 1974 (ERISA), the responsibility... Read More
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Investment Policy
The Department of Labor has stated that documentation, such as an Investment Policy Statement, is key... Read More