Required Minimum Distributions – Year End Reminder
With the close of 2024 we want to remind you to review your Plan report for participants who may still need to...
Five Things Your TPA Wishes You Knew
With the Benefit of Hindsight…. As many Plans have wrapped up allocation and reporting tasks for plan years...
Communicating with Plan Participants in a Foreign Language
Plan sponsors can find it challenging to communicate information about a Company’s retirement plans. Even for...
IRS/DOL Corner – December 2024
On November 1, 2024, the IRS announced cost of living adjustments affecting qualified retirement plans for 2025. Selected...
How to Review Your ESOP Reports
Managing an Employee Stock Ownership Plan (ESOP) involves much oversight. As a Plan Sponsor reviewing the reports...
Deepen ESOP Appreciation in Spanish & English
“This approach got people asking questions and it cleared up a lot of misunderstandings,” noted Tom Trainor,...
IRC Section 409(p) Testing – What is it?
My ESOP third party administrator (TPA) is asking me to “please verify whether you have synthetic equity and...
Rehired Employees – What You Need to Know
Turnover is inevitable and in some cases, employees are rehired. How do you treat rehired employees? Will the employee...
Annual ESOP Statements – Carpe Diem
Your annual ESOP statement gives you a terrific opportunity to make the most of employee ownership. Seize it by...