5 401(k) Details That Can Kick You Out of Compliance

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As an auditor, it’s my job to look at every aspect of a 401(k)…

Why Retirement Plans Need Record Retention Policies - Part 1 of 2

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Here’s a scenario: Jane applies for Social Security benefits…

Protect yourself from a 'prohibited transaction'

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Your due date for providing fee disclosures to plan participants…

More info on the service provider fee disclosure regulation

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In light of plan sponsors’ need to disclose fees to plan participants…

Action required! Introducing new regulations for Covered Service Providers

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David Ralston is a Dallas attorney specializing in Employee Benefit…

Do you know if your 401(k) plan is broken?

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401(k) plans require much maintenance to meet fiduciary requirements.…

Make a resolution about plan fees

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This year, when you make New Year’s resolutions, be sure to…

4 important lessons about communication

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Once you make an amendment to your plan, how and when you communicate…

Was your extension request Form 5558 denied by the IRS?

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In the first year’s confusion about the ERISA Filing Acceptance…