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with the right features, run the right way, since 1982.

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News
September 14, 2020

Federal Tax Credit Available For A Small Business That Adds — Or Maybe Added — 401k Plan Auto-Enrollment

Automatic enrollment is a 401k plan feature whereby employees who do not voluntarily elect to contribute, or do not opt-out, will automatically have contributions deducted from pay at a predetermined…
News
August 31, 2020

IRS Guidance on Repayment of Coronavirus-Related Distributions (CRDs)

The CARES Act permits certain eligible 401k Plan participants to take coronavirus-related distributions (CRDs) during 2020. The CARES Act also provides that CRDs may be “repaid”. IRS guidance recently clarified…
News
July 30, 2020

New IRS Rules For Employers Considering “Turning-Off”​ Safe Harbor Contributions

A common 401k plan design includes a “safe harbor” (“SH”) feature. By agreeing to make SH contributions for eligible employees (either conditioned on the employee making payroll-deducted contributions -- a…

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