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Maintaining Benefits & Retirement Plans

Plan Maintenance

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Make Choices Today So You Have Choices Tomorrow

Your financial professional wants to help you simplify the maintenance of employee benefits and retirement plans. Ask how he or she can help with benefits administration, compliance requirements and retirement plan management.

In the meantime, learn why periodic evaluations of business protection policies, employee benefits and retirement plans make financial sense for your business. Browse these articles for more information and then discuss further with your financial professional.

 

Basics of Automatic
Plan Design

Automatic plan design features can help employees overcome choice overload and take advantage of retirement plan benefits.

BIGGEST HURDLES

Timing of Retirement Plan Contributions

The Department of Labor has established requirements about the timing of depositing employee contributions.

YOUR RESPONSIBILTY

Helping Your Participants "Catch Up"

Catch-up contributions are an opportunity for eligible participants who are 50 years of age and older to make additional deferrals.

WHO MAY WANT TO CATCH UP

Qualified Default Investment Alternatives

If you have employees who don’t elect investment options for their retirement plan contributions, you may need to use a QDIA.

MORE ABOUT QDIA

Fiduciary Basics
for Businesses

Offering a retirement plan comes with the important fiduciary responsibilities of administering the plan and managing its assets.

LEARN MORE

IRS Announces 2018 Cost-of-Living Adjustments

Cost-of-living adjustment affecting dollar limitations for retirement plan contributions and limits in 2018 are slightly higher than 2017.

IRS NEWS

Web Content Viewer (JSR 286)

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Note: Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice.

Web Content Viewer (JSR 286)

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