Topic Archive: Plan Expenses

What New Tax Credits are Available for Adding an Automatic Enrollment Feature to our Plan?

DWC | 02/4/20

Facts

Our business currently has a retirement plan and we are considering adding automatic enrollment. We have heard that there are new tax credits available to employers who include automatic enrollment features in their plans.

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What Tax Credits are Available for Setting Up a New Retirement Plan?

DWC | 01/14/20

Facts

Our business is thinking of setting up a retirement plan. We’ve heard that there are new tax credits offered under the SECURE Act available to employers who set up new plans.

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Which 401(k) Plan Fees Can Be Paid Out of Plan Assets?

DWC | 03/20/18

Facts

When we first established our 401(k) plan, the company didn’t have a lot of discretionary income, so we went with a low-cost provider and set it up so the plan would pay for its own fees. We have since been told that paying fees out of the plan isn’t that straightforward.

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