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Resources

QDRO Payments

QDROs |

What is a Domestic Relations Order (DRO)? Learn More >

Welfare Plan Filings

Welfare Plans |

Each year, we receive many questions regarding the Form 5500 filing requirements for welfare benefit plans that are covered by ERISA. Learn More >

Baby Boomer Exit Strategies Using a Leveraged ESOP

ESOPs |

What are the advantages to using a leveraged Employee Stock Ownership Plan (ESOP) to create that market instead of looking for an outside buyer for the stock? Learn More >

The Ideal 401(k) Platform with Investment Options

Plan Design |

People frequently ask us what constitutes the ideal 401(k) arrangement when offering investment options. Learn More >

Registry for Unclaimed Retirement Benefits

Lost Participants |

A major frustration in plan administration is locating employees who have left the employer and have not provided a forwarding address for the processing of any benefits due to them from the plan. Learn More >

Combining ESOPs and 401(k) Plans

ESOPs |

Most companies that sponsor an Employee Stock Ownership Plan (ESOP) also sponsor a separate 401(k) plan. Learn More >

Annuities in 401(k) Plans

Investments |

Many of today’s employees may find themselves retiring with funds that might not last a lifetime. Learn More >

Employee Stock Ownership Plans and "Rebalancing"

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs |

The Internal Revenue Service made it clear that the right to be invested in employer stock is not a protected benefit. Learn More >

Fee Disclosures: What Must Plan Sponsors Do?

Fee Disclosures |

Plan Administrators who are appointed to engage service providers must understand that they bear the final responsibility Learn More >

Why Some 401(k) Plans Have No Match

Plan Design |

We see five major reasons that some companies choose to sponsor 401(k) plans while not making matching contributions. Learn More >

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