by Taylor Brown | Aug 12, 2018 | Articles
Being a plan sponsor comes with a good bit of responsibility. You’ve taken the important step of hiring a third-party administration firm to help you navigate the myriad of processes that are required to keep your plan in compliance with applicable regulations. Below...
by Taylor Brown | May 21, 2018 | Articles
Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices and statements, and participate in the distribution process. However,...
by Taylor Brown | May 20, 2018 | Articles
If your company has decided to offer a high deductible health plan, don’t worry, you are not alone. Recent studies show that an increasing number of employers have elected to offer high deductible health plans (HDHP) either to completely replace or be offered in...
by Taylor Brown | Feb 9, 2018 | Articles
After many rounds of negotiations, Congress passed the Tax Cuts and Jobs Act on December 20th, 2017. Though retirement plan limit reductions were included in many iterations of the bill, the ultimate effect on qualified plans was relatively minimal. There are two...
by Taylor Brown | Feb 8, 2018 | Articles
The first quarter of the calendar year typically sees an uptick in the number of retirement plan distributions and participant loans. This year may be even busier than most, given the relief announced by the IRS for victims of the recent hurricanes and wildfires....
by Paul Fennell | Dec 22, 2017 | Articles
As the year-end approaches, our to-do lists can be lengthy. There are holidays to prepare for, employee performance reviews to complete, and, oh, wait, there is also the year-end data collection package from your TPA! We have once again reached that magical time of...
