Your retirement plan’s Adoption Agreement specifies the requirements an employee must meet in order to be considered eligible to participate in the plan. Generally, eligibility…
Your retirement plan’s Adoption Agreement contains key employer identifiers. These include: Legal business name Address Federal Tax Identification Number Month and day that the tax…
There are several documents that, as a Plan Administrator, you should be very familiar with because they drive the administration of your company’s retirement plan.…
One area that can get neglected in the administration of a retirement plan is tracking employee eligibility for the company’s retirement plan, per the plan…
The Employee Retirement Income Security Act (ERISA) requires that plan administrators give participants and beneficiaries a Summary Plan Description (SPD) describing their rights, benefits, and…