401(k) Q&A | Plan & Industry Content From DWC - The 401(k) Experts

DWC News Update | New eDisclosure Rules: Maybe This Whole Internet Thing is Going to Stick

DWC 05/29/20

DWC In The News: DOL Publishes New eDisclosure Rules

Just before Memorial Day weekend, the Department of Labor published rules allowing plan sponsors to set electronic media as the default method to provide plan information to participants. At more than 150 pages, there are a lot of details in the new rule. We will provide a summary here and follow up with additional posts that explore some of the ...

We Can't Find our Signed Plan Document, Now What?

DWC 03/10/20

Facts We have a new TPA for our 401(k) plan and they’ve asked for our current plan document that was effective January 1, 2017. We know the document was signed back when it was prepared, but we can’t locate the signed copy.

The 2020 Retirement Plan Contribution Limits

DWC 11/6/19

2020 Contribution Limits_blog header image

The IRS has released the 2020 contribution limits! Since not everyone was awaiting them quite as eagerly as we were, here is a quick summary.

The 2019 Retirement Plan Contribution Limits

DWC 11/1/18

2019 Contribution Limits_blog header image

The IRS has released the 2019 contribution limits! Since not everyone was awaiting them quite as eagerly as we were, here is a quick summary.

Plan Sponsors & Fiduciaries: Here's What You Should Be Watching

DWC 10/11/18

Industry Insight Round Up 10.11.2018_blog header image

DWC stays on top of what's trending, and our self-proclaimed pension geeks often offer their insights in industry publications. As we transition into the fourth quarter the theme has been, "What Plan Sponsors Need to Know." Get caught up with this month's round up:

401(k) Notice Distribution: Hard Copy vs. Electronic Delivery

DWC 05/15/18

Facts It seems like 401(k) plans require a lot of different notices and disclosures be provided to participants each year. We have safe harbor and default investment notices at the end of the year, fee disclosure notices and participant statements each quarter, and the summary annual report (SAR) when we file our Form 5500—and those are just the ...

When Does My Plan Need An Outside Audit?

DWC 01/23/18

Facts We are a small business that has been growing quite a bit in the last couple of years and are now up to about 100 employees. Our company has a 401(k) plan and most of the employees who are eligible for it are contributing. We have been told that because of the size of our plan, we might need to have it audited each year by an outside ...

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