Aug 2, 2016
Our August newsletter, “DOL Issues New Fiduciary Rule”, provides an overview of the Department of Labor’s final guidance on investment advice that will be subject to the fiduciary duty rules of ERISA. Included in the newsletter is a description of activities that will be considered investment advice under the new regulations, information about...Jun 3, 2016
Our June newsletter, “Fun with Forfeitures”, provides an in-depth look at 401(k) plan forfeitures, which are the non-vested amounts that are “given up” by plan participants in certain instances (most commonly when a former employee takes a distribution prior to becoming fully-vested). The newsletter discusses events that can trigger forfeitures,...Apr 11, 2016
Our April newsletter, “A Fresh Look at Your Form 5500 Filing”, discusses the purpose of the Form 5500 filing and how the data is used by governmental agencies, the requirement for “large” plans to have an independent audit performed each year, and changes that have been made to the Form 5500 beginning in 2015. The newsletter can be viewed...Apr 11, 2016
The Retirement Plan Company is the same today as it was yesterday. We have an experienced team serving wonderful clients. Our passion to serve clients and grow our business is unchanged. We offer all of the services today that we did yesterday and we hold all of the same values. Our leadership team remains intact and the mission that they are...Feb 5, 2016
Part-time employees often play a major role in a company’s performance. Determining whether to include them or exclude them from the company 401(k) plan is therefore an important decision for the employer to make. Our February Newsletter, “Part-Time Employees in 401(k) Plans”, discusses a number of factors that the employer should consider when...Dec 21, 2015
Bill’s successful software development and technical management career spans over 32 years, including integral involvement in the development of four large-scale retirement systems. He is well-known in the software development community for his achievements and special recognitions for his technical skills. Bill’s most recent...