January 1st Enrollment Reminder! 

October 29, 2018 | posted in: Blog, Plan Sponsor Corner | by
January 1st, 2019 enrollment is around the corner.  That means that now is the time to review your employee payroll records to determine which employees will be eligible as of that date.  Each newly-eligible employee must be given an enrollment package along with the required 404a-5, safe harbor, default investment notices as applicable.  PLEASE NOTE:  even if an eligible employee has decided not to participate in the plan, the employee must still complete an enrollment form reflecting this decision.
Our office is always here to assist you in the enrollment process.  Please contact us if you need any enrollment materials, guidance as to who is eligible, or if you would like us to meet with your employees.