Log in

What Are My Options (and Deadlines) for Implementing a Retirement Plan This Year?

DWC 08/11/20
DWC 401(k) Q&A: What Are My Options (and Deadlines) for Implementing a Retirement Plan This Year?
Facts We’ve been debating implementing a 401(k) plan for 2020. After much back and forth, we’ve decided its “a go!” for this year. Since we are still in a more relaxed summer vacation mode, we’d like to wait until sometime this fall to really get rolling on implementation.
Read More

Have the Rules for Safe Harbor 401(k) Notices Changed?

DWC 03/3/20
Have the Rules for Safe Harbor Notices Changed? | DWC 401(k) Q&A Question of the Week
Facts My company sponsors a safe harbor 401(k) plan and every year my TPA sends me a reminder to distribute a notice to participants.  It’s not the biggest hassle but I’ve wondered if it’s really necessary that this same information be provided to participants each and every year.
Read More

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

DWC 05/15/18
QOTW - 5.15.2018 - 401k Notice Distribution Hard Copy vs Electronic Delivery - Plan Sponsor Requirements
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 ...
Read More

Categories

See all

The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.

Certificate of Fiduciary Excellence

As Featured In

fl-wall-street-journal
fl-the-hill
fl-bloomberg-BNA
fl-US-News
fl-yahoo-news
fl-plan-sponsor
©   DWC - The 401(k) Experts | P.O. Box 241267, St. Paul, MN 55124

Sign up to receive insights from DWC