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Part-Time Employees May Be Eligible for 401(k) Plans

USA - November 4 2020 All 401(k) retirement plans have special age and service rules that employees have to meet to become eligible to participate and to vest in employer…

Are Pooled Employer Plans Right for You?

USA - October 15 2020 If you’re a small employer with a 401(k) plan, you might save some money and provide a more professional level of administrative support by joining a…

401(k) Investment Decisions: New DOL Guidance Raises a Green Flag

USA - October 6 2020 If you have a role in picking the investment options for your company’s 401(k) or 403(b) plan, newly proposed Department of Labor (DOL) guidelines…

IRS issues guidance on Social Security tax deferral

USA - September 1 2020 On August 28, the IRS issued Notice 2020-65 to provide guidance on the President’s decision to allow deferral of the employee portion of Social…

Sandra O’Neill.

DOL Proposes New Rules for Selecting Retirement Plan Investments

USA - July 14 2020 If you are a member of the committee for your employer’s pension, 401(k), profit-sharing, or 403(b) plan, you should check out a set of proposed rules…