Benefit Insight Newsletters
Fall 2025 Newsletter
Cost of Living Adjustments for 2026 are Here!
In this edition, we discuss the COLA increases and what plan sponsors, and participants, need to know about Roth catch-up.
Click Benefit Insight Newsletter Fall 2025 to read more!
Summer 2025 Newsletter
En Garde! The Challenge with Forfeitures
In this edition, we discuss forfeitures and the current legal issues regarding their use, the impact of uncashed distribution checks, and how divorce affects retirement.
Click Benefit Insight Newsletter Summer 2025 to read more!
Spring 2025 Newsletter
Keeping the Lines of Communication Open
In this edition, we discuss the benefits of communicating with plan participants, how immediate vesting could 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
Click Benefit Insight Newsletter Spring 2025 to read more!
Winter 2025 Newsletter
Keep on Talkin'
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
Click Benefit Insight Newsletter Winter 2025 to read more!
Fall 2024 Newsletter
Cost of Living Adjustments for 2025
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
Click Benefit Insight Newsletter Fall 2024 to read more!
Summer 2024 Newsletter
Effective Communication with Participants
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
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.
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.
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
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
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
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
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
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
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
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!
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
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?
Click Benefit Insight Newsletter Winter 2021 to read more!
Fall 2020 Newsletter
Summer 2020 Newsletter
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The Benefits of Electronic Delivery
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New Voluntary Safe Harbor
Click Benefit Insight Newsletter Summer 2020 to read more!
Spring 2020 Newsletter
Winter 2020 Newsletter
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SECURE Act
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Upcoming Compliance Deadlines
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
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...
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)
Click Benefit Insight Newsletter Spring 2019 to read more!
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
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
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
Click Benefit Insight Newsletter Summer 2018 to read more!