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Maintaining Benefits & Retirement Plans
Plan Maintenance
Make Choices Today So You Have Choices Tomorrow
Your financial professional wants to help you simplify the maintenance of employee benefits and retirement plans. Ask how he or she can help with benefits administration, compliance requirements and retirement plan management.
In the meantime, learn why periodic evaluations of business protection policies, employee benefits and retirement plans make financial sense for your business. Browse these articles for more information and then discuss further with your financial professional.
Basics of Automatic
Plan Design
Automatic plan design features can help employees overcome choice overload and take advantage of retirement plan benefits.
Timing of Retirement Plan Contributions
The Department of Labor has established requirements about the timing of depositing employee contributions.
Helping Your Participants "Catch Up"
Catch-up contributions are an opportunity for eligible participants who are 50 years of age and older to make additional deferrals.
Qualified Default Investment Alternatives
If you have employees who don’t elect investment options for their retirement plan contributions, you may need to use a QDIA.
Fiduciary Basics
for Businesses
Offering a retirement plan comes with the important fiduciary responsibilities of administering the plan and managing its assets.
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Note: Provided content is for overview and informational purposes only and is not intended as tax, legal, fiduciary, or investment advice.
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