Posts filed under: Retirement Plan Management

Ask Erick…Q&A with a 401(k) Advisor “Nonvested Employer Contributions”

During the first quarter of this year we have had a number of employees leave our organization, some of which had nonvested employer contributions.... Read More

Ask Erick…Q&A with a 401(k) Advisor “Recordkeepers”

We are thinking about submitting a request for proposal to several recordkeepers for due diligence purposes.... Read More

In the Driver’s Seat – Prioritizing and Managing Fiduciary Duties

In the spring of 2021, Aon Investments surveyed 12 top carriers for fiduciary liability insurance to better understand how plan management typically impacts pricing for fiduciary liability insurance. ... Read More

Knowledge Is Retirement Power – Roth Plans

Roth options have become a common choice in many 401(k) plans, as well as 403(b) and 457 plans. ... Read More

The Tax Saver’s Credit

The Savers Credit is in addition to 3 other tax advantages available when saving for retirement:... Read More

Ask Erick…Q&A with a 401(k) Advisor “Employee Savings Rates”

We are looking for ways to increase savings rates among new employees, at both lower and higher income levels.... Read More

Retirement Plan Sponsor’s Quarterly Calendar – Q2 2022

Here is your Plan Sponsor’s Quarterly Calendar for Q2 2022: a great list of tasks to keep in mind during the next three months.... Read More

Ask Erick…Q&A with a 401(k) Advisor “Emergency Savings Program”

Is there a way to add an emergency savings program into our 401(k) plan, or will it have to be a separate program?... Read More

Inexpensive Benefits You Can Add to Avoid… The Great Resignation

The Great Resignation has been dominating headlines and HR meetings for the last two years, leaving employers wondering about the best way to attract and retain the best employees.  Benefits packages, a key reason employees join some companies and not... Read More

Ask Erick…Q&A with a 401(k) Advisor “Protecting Your Plan Audit Files”

We always meant to automate our plan audit files, but somehow we didn’t get around to it. What do we need to know to protect the information we send?... Read More