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[Video] Safe Harbor Plans

If you are a fiduciary to a traditional 401(k) plan, there’s a chance you might be inclined to annual non-discrimination testing. A Safe Harbor Plan can eliminate the need for annual non-discrimination testing. Not sure if your plan qualifies? Check out this short video to provide some insight on Safe Harbor Plans.

[Infographic] Harnessing the Power of Compound Interest

Warren Buffet’s wealth came from three things: living in America, some lucky genes, and compound interest! As an employer that sponsors a 401(k) plan, encouraging your participants to make small changes in their spending habits can help them harness the power of compound interest! Download our infographic to service your participants by giving them a 30,000-foot view of how compound interest may help their additional savings grow! DOWNLOAD INFOGRAPHIC

The Dreaded 401(k) Refund: Corrective Distributions

401(k) Refunds: Not as good as they should With tax season fresh on our minds, many hear the word refund and begin running down their imagery wish list of ways to spend this extra money. However, when it comes to 401(k) refunds, or corrective distributions, the excitement should be dialed back. Corrective distributions are a headache for plan sponsors and employees alike. Essentially, these refunds mean that your plan has failed testing, and tax deferred money that key employees set aside for retirement has to be returned to them. This is an issue for both you and your employees, in this article we are going to discuss what to do if you fail 401(k) testing and options. Highly Compensated Emp

[Infographic] Managing Your Fiduciary Duty

Keeping proper documentation is a good way for plan sponsors and fiduciaries to show compliance with applicable laws and regulations. If the Department of Labor (DOL) or Internal Revenue Service (IRS) knocks on your door, there are certain documents that should be complete and on file. So, what should you have in your fiduciary vault? Download our free infographic to review our proper documentation checklist. DOWNLOAD INFOGRAPHIC

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