Say what you will about 401(k) loans – and we have over the years – they are a fact of 401(k) life and were addressed in the recently passed Tax Cuts and Jobs Act (the “Act”). Before we get to
National Benefit Services, Inc.
National Benefit Services, Inc. is an organization that provides services related to retirement plans, particularly focusing on pre-approved pension plans such as Defined Benefit and Cash Balance plans. Their publications primarily address compliance with Internal Revenue Code and IRS regulations, including required restatements of pension plans and legislative updates like the SECURE 2.0 Act. They offer guidance on plan administration, amendments, and operational checklists to help employers manage retirement plans effectively. Topics often include plan restatement deadlines, legislative impacts on retirement savings, transitioning between plan types (e.g., SIMPLE IRA to 401(k)), and strategies to improve plan success such as increasing deferral rates.
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Still time to set up a retirement plan for 2017
“Decumulation”: It’s here now for individuals approaching retirement
Department of Labor targets retirement plans with missing participants
Group Health Plan Audit Requirements: Who do you trust?
SIMPLE vs. 401(k): November 1 Deadline Approaching
The White Rabbit and ERISA
It occurred to me after my last post, October 1 401(k) Safe Harbor deadline gets closer, that the White Rabbit could relate to ERISA.
October 1 401(k) Safe Harbor deadline gets closer
That’s No. 3 in my Pension Plan Procrastination Perils Proper Personal Planning list. If you want to set up a new Safe Harbor 401(k) plan for 2017, it has to be done by October 1. A Safe Harbor plan permits owners and…