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…
Generally, an audit by an independent qualified public accounting firm is required when a plan reaches “large plan” status. Schedule H must be filed with…
Bad news…you’ve just been informed by your Third-Party Administrator (TPA) that your 401(k) Plan failed its ADP/ACP tests. The good news…there are several ways to…