Plan administrators may customize these safe harbor explanations as appropriate The Department of the Treasury and the ...

The IRS issued guidance revising its explanation of safe harbor notice requirements for plan administrators when savers move funds out of an employer-sponsored plan.

The IRS on Jan. 15 issued two updated safe harbor explanations that plan administrators may use when they provide written explanations to retirement plan participants about eligible rollover ...

Editor’s Note: Under the law prior to January 1, 2020, a safe harbor 401(k) plan was required to provide an annual participant notice prior to each plan year alerting participants to their plan rights ...

Editor’s Note: The SECURE Act, enacted December 20, 2019, has eliminated the annual safe harbor notice to participants of their rights and obligations for 401(k) safe harbor plans in the case of ...

Employers setting up new safe harbor plans need to notify their employees by September 1 and have the new plans running by October 1. The 401(k) market consisted of more than 87 million active ...

SEATTLE--(BUSINESS WIRE)--ShareBuilder 401k, a leading provider of affordable, all-ETF 401(k) plans for small businesses and medium-sized companies, today announced a special offer designed to assist ...

A calendar to help plan fiduciaries track important due dates for their retirement plans, given annual updates and changes. What follows is a compliance calendar intended to alert fiduciaries of ...

Plan sponsors of defined contribution qualified plans may need to issue one or more annual notices to participants before the end of each plan year. Failure to issue a required annual notice can have ...

ShareBuilder 401k Offers Free and Discounted Set-Up to Help Businesses Start a 401(k) and Meet the Safe Harbor Deadline of October 1 ShareBuilder 401k, a leading provider of affordable, all-ETF 401(k) ...