Form 5500 Basics: What Sponsors Need to Know
The purpose of Form 5500 is to obtain information regarding plan design and basic plan sponsor information, and the regulatory...
Tag: plan sponsor education
Nondiscrimination Testing Part II: Test Methods and Corrections
Retirement plan sponsors need to understand what nondiscrimination tests compare and how to correct failed tests.
Nondiscrimination Testing Part I: Required Testing and Due Dates
Sponsors of all retirement plan types need to know what nondiscrimination testing is required for their plan and what information...
ERISA Section 404(c): Back to Basics
To be 404(c) compliant, a plan must offer a broad range of investment options and make it possible for participants...
Plan Sponsors Shouldn’t Fear Making Settlor Decisions
Retirement plan sponsors often fear participant backlash when making decisions that could actually help improve participant outcomes, but the law...
Distributions Basics Confuse Sponsors and Participants
The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have...
Retirement Plan Document Basics
A retirement plan consultant and an ERISA attorney offer tips for setting up, maintaining and following retirement plan documents.