Benefit Insight Newsletter
Spring 2025 Newsletter
Keeping the Lines of Communication Open ​
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In this edition, we discuss the benefits of communicating with plan participants, Could immediate vesting be a win-win for your plan, planning ahead for 2026 catch-up contributions, how government staffing cuts could impact the plan and Upcoming Compliance Declines for Calendar-Year Plans
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Click Benefit Insight Newsletter Spring 2025 to read more!
Winter 2025 Newsletter
Keep on Talkin'
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In this edition, we discuss Keep on Talkin' - keeping your participants engaged, Lost But Not Forgotten, Which Bond is Best and Upcoming Compliance Declines for Calendar-Year Plans
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Click Benefit Insight Newsletter Winter 2025 to read more!
Fall 2024 Newsletter
Cost of Living Adjustments for 2025​
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In this edition, we discuss Cost of Livings Adjustments for 2025, Preventing Late Deposits, Higher Catch-Up Contribution Available in 2025, RMD Reminder, and Upcoming Compliance Declines for Calendar-Year Plans
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Click Benefit Insight Newsletter Fall 2024 to read more!
Summer 2024 Newsletter
Effective Communication with Participants​
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In this edition, we discuss Participant Notices: A Quick Overview, Mastering the Art of Distributing Participant Notices, Plan Ahead for the 2025 Long-Term, Part-Time (LTPT) Employees
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Click Benefit Insight Newsletter Summer 2024 to read more!
Spring 2024 Newsletter
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Automatic Enrollment Required?​
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A Refresher on RMDs
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New Questions on the 2023 Form 5500.
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Click Benefit Insight Newsletter Spring 2024 to read more!
Winter 2024 Newsletter
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Components of Defined Contribution Plan Compliance Testing
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​Does My Plan Need an Audit?
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401(k) Deferrals: Don't Exceed the Limit!,
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Reminder: Long-Term, Part-Time Employee Rules Effective January 1, 2024.
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Click Benefit Insight Newsletter Winter 2024 to read more!
Fall 2023 Newsletter
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Cost of Living Adjustments for 2024​
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Considering Changes to Your Business? Don't Forget About Your Plan!
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Good new on Catch-Up Contributions
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New Alert: Grace Period Extended for EFAS2 Login Credentials
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Click Benefit Insight Newsletter Fall 2023 to read more!
Summer 2023 Newsletter
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Bonds: Is Your Plan Covered? ​
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Are Changes Needed to the Plan
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Click Benefit Insight Newsletter Summer 2023 to read more!
Spring 2023 Newsletter
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Plan Participants: The More They Know, The Better
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Having a Beneficiary on File
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Updates to DC Plans: Form 5500 News
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DB Plans: Plan Document News
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Click Benefit Insight Newsletter Spring 2023 to read more!
Winter 2023 Newsletter
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SECURE 2.0 is a GO!
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Year-end Data Requests
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Action Items for SECURE 2.0
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Click Benefit Insight Newsletter Winter 2023 to read more!
Fall 2022 Newsletter
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Cost of Living Adjustments for 2023
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Proper Plan Record Storage
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New Plan Year Checklist
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Deadline Extension for the CARES Act and SECURE Act Amendments
Click Benefit Insight Newsletter Fall 2022 to read more!
Summer 2022 Newsletter
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Form 5500 Insights
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New IRS pre-examination compliance program
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Click Benefit Insight Newsletter Summer 2022 to read more!
Spring 2022 Newsletter
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Timing of Deposits, 401(k)/403(b) Deferrals and Loan Repayments
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New Information on Participant Statements; Lifetime Income Illustrations
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Click Benefit Insight Newsletter Spring 2022 to read more!
Winter 2022 Newsletter
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2022- An Ideal Time to Review Plan Design
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SECURE Act Provisions for Long-Term Part-Time Employees
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Navigating the Labyrinth of Required Minimum Distributions
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Click Benefit Insight Newsletter Winter 2022 to read more!
Fall 2021 Newsletter
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Save More for Retirement in 2022
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Form 5500 Filing extension for FEMA Designated Disaster Areas
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Participant Distribution Fraud in the "New Normal"
Click Benefit Insight Newsletter Fall 2021 to read more!
Summer 2021 Newsletter
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Missing Participants: Ready or Not, Here I Come!
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Safe Harbor: A Cure for Your Testing Headaches
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Looking to Maximize Savings? Cash Balance Could be the Answer!
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Click Benefit Insight Newsletter Summer 2021 to read more!
Spring 2021 Newsletter
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Retirement Planning is a Team Sport
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Congratulations! It's a Retirement Plan!
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Department of Labor Issues Cybersecurity Guidance
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Click Benefit Insight Newsletter Spring 2021 to read more!
Winter 2021 Newsletter
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The MEP/PEP Debate: Are We Better Together?
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Terminated Employees? Important Relief is Here
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Is There Pandemic Relief for Late Deposits?
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Click Benefit Insight Newsletter Winter 2021 to read more!
Fall 2020 Newsletter
Spring 2020 Newsletter
Winter 2020 Newsletter
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SECURE Act
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Upcoming Compliance Deadlines
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Click Benefit Insight Newsletter Winter 2020 to read more!
Fall 2019 Newsletter
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IRA Announces Limits for 2020
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Safe Harbor 401(k) Plan Design
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Upcoming Compliance Deadlines
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The Final Rule on Hardship Distributions
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Click Benefit Insight Newsletter Fall 2019 to read more!
Summer 2019 Newsletter
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Bucket List: Retirement
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Complying with Safe Harbor Deadlines
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Upcoming Compliance Deadlines
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It's All In The Design...
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Click Benefit Insight Newsletter Summer 2019 to read more!
Spring 2019 Newsletter
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Automatic Enrollment is on the Rise
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Protect Your 401(k)
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Winter 2019 Newsletter
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It's Testing Season!
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Know Your Options
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The 401(k) Turns 40
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Click Benefit Insight Newsletter Winter 2019 to read more!
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Hardships Get a Little Easier?
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Helping Hands
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Cost of Living Adjustments
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'Tis the Season
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Port in the Storm
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Click Benefit Insight Newsletter Fall 2018 to read more!
Fall 2018 Newsletter
Summer 2018 Newsletter
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Retirement Income Gap?
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Helpful Hints for Plan Sponsors
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Click Benefit Insight Newsletter Summer 2018 to read more!