1-800-858-6989

2019 Annual Notice Issue

On Wednesday, November 28, we initiated an email blast to our current customers to deliver their 2019 Annual Notices and Participant Fee Disclosures.  A few minutes after the email blast was initiated, it was discovered that one of our email templates that was...

401k Plan Eligibility Best Practices

On the surface, 401k plan eligibility seems simple enough.  However, there are several rules and factors that trip many plan sponsors up in this area.  One of the most common compliance failures can be on the first day an employee becomes eligible for the plan, and...