January 1st Enrollment Reminder!

October 28, 2021 | posted in: Plan Sponsor Corner | by

It’s already that time of year?!
January 1, 2022 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, summary plan descriptions, and 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.   Read More  »

The ABC’s of Your 401(k)

August 15, 2018 | posted in: Blog, Employee Education | by

Starting out on you career? The best time to start saving for retirement is now! Read more here.