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Benefit Insight Newsletter

Spring 2025 Newsletter

Keeping the Lines of Communication Open â€‹

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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

  • Automatic Enrollment Required?​

  • A Refresher on RMDs

  • New Questions on the 2023 Form 5500.

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Click Benefit Insight Newsletter Spring 2024 to read more!

Winter 2024 Newsletter

  • Components of Defined Contribution Plan Compliance Testing

  • ​Does My Plan Need an Audit?

  • 401(k) Deferrals: Don't Exceed the Limit!,

  • 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

  • Cost of Living Adjustments for 2024​

  • Considering Changes to Your Business? Don't Forget About Your Plan!

  • Good new on Catch-Up Contributions

  • 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

  • Bonds: Is Your Plan Covered? â€‹

  • Are Changes Needed to the Plan

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Click Benefit Insight Newsletter Summer 2023 to read more!

Spring 2023 Newsletter

  • Plan Participants: The More They Know, The Better

  • Having a Beneficiary on File

  • Updates to DC Plans: Form 5500 News

  • DB Plans: Plan Document News

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Click Benefit Insight Newsletter Spring 2023 to read more!

Winter 2023 Newsletter

  • SECURE 2.0 is a GO!

  • Year-end Data Requests

  • Action Items for SECURE 2.0  

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Click Benefit Insight Newsletter Winter 2023 to read more!

Fall 2022 Newsletter

  • Cost of Living Adjustments for 2023

  • Proper Plan Record Storage

  • New Plan Year Checklist

  • Deadline Extension for the CARES Act and SECURE Act Amendments
     

Click Benefit Insight Newsletter Fall 2022 to read more!

Summer 2022 Newsletter

  • Form 5500 Insights

  • New IRS pre-examination compliance program 

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Click Benefit Insight Newsletter Summer 2022 to read more!

Spring 2022 Newsletter

  • Timing of Deposits, 401(k)/403(b) Deferrals and Loan Repayments

  • New Information on Participant Statements; Lifetime Income Illustrations

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Click Benefit Insight Newsletter Spring 2022 to read more!

Winter 2022 Newsletter

  • 2022- An Ideal Time to Review Plan Design

  • SECURE Act Provisions for Long-Term Part-Time Employees

  • Navigating the Labyrinth of Required Minimum Distributions

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Click Benefit Insight Newsletter Winter 2022 to read more!

Fall 2021 Newsletter

  • Save More for Retirement in 2022

  • Form 5500 Filing extension for FEMA Designated Disaster Areas

  • Participant Distribution Fraud in the "New Normal"
     

Click Benefit Insight Newsletter Fall 2021 to read more!

Summer 2021 Newsletter

  • Missing Participants: Ready or Not, Here I Come!

  • Safe Harbor: A Cure for Your Testing Headaches

  • 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

  • Retirement Planning is a Team Sport

  • Congratulations! It's a Retirement Plan!

  • Department of Labor Issues Cybersecurity Guidance

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Click Benefit Insight Newsletter Spring 2021 to read more!

Winter 2021 Newsletter

  • The MEP/PEP Debate: Are We Better Together?

  • Terminated Employees? Important Relief is Here

  • Is There Pandemic Relief for Late Deposits

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Click Benefit Insight Newsletter Winter 2021 to read more!

Fall 2020 Newsletter

  • Cost of Living Adjustments for 2021

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Click Benefit Insight Newsletter Fall 2020 to read more!

Spring 2020 Newsletter

  • C.A.R.E.S. Act

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Click Benefit Insight Newsletter Spring 2020 to read more!

Winter 2020 Newsletter

  • SECURE Act

  • Upcoming Compliance Deadlines

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Click Benefit Insight Newsletter Winter 2020 to read more!

Fall 2019 Newsletter

  • IRA Announces Limits for 2020

  • Safe Harbor 401(k) Plan Design

  • Upcoming Compliance Deadlines

  • The Final Rule on Hardship Distributions

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Click Benefit Insight Newsletter Fall 2019 to read more!

Summer 2019 Newsletter

  • Bucket List: Retirement

  • Complying with Safe Harbor Deadlines

  • Upcoming Compliance Deadlines

  • It's All In The Design...

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Click Benefit Insight Newsletter Summer 2019 to read more!

Spring 2019 Newsletter

  • Automatic Enrollment is on the Rise

  • Protect Your 401(k)

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Click Benefit Insight Newsletter Spring 2019 to read more!

Winter 2019 Newsletter

  • It's Testing Season!

  • Know Your Options

  • The 401(k) Turns 40

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Click Benefit Insight Newsletter Winter 2019 to read more!

  • Hardships Get a Little Easier?

  • Helping Hands

  • Cost of Living Adjustments

  • 'Tis the Season

  • Port in the Storm

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Click Benefit Insight Newsletter Fall 2018 to read more!

Fall 2018 Newsletter

Summer 2018 Newsletter

  • Retirement Income Gap?

  • Helpful Hints for Plan Sponsors

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Click Benefit Insight Newsletter Summer 2018 to read more!

Spring 2018 Newsletter

  • Who is an Employee?

  • HSA vs 401(k)

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Click Benefit Insight Newsletter Spring 2018  to read more!

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900 East 96th Street, Suite 325

Indianapolis, IN 46240

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Contact Us Directly:

Office: (317) 844-6466

Toll-Free: (844) 840-3923

Fax: (317) 844-5125

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