Voya offers plan administrators help navigating compliance testing for the ABA Retirement Funds Program—at no additional charge.
It is important that we have information on file for all your eligible employees, even employees not actively contributing. Please notify the Program about each eligible employee using the Employee and Contribution Census by February 11, 2017.
Under certain conditions, plan members don’t have to file with the IRS to request a waiver of the general 60-day rollover requirement.
This year’s Program Calendar contains a wealth of information to help you manage your plan and is set against a colorful backdrop of amusement parks, carnivals and state fairs.
Do you have senior partners, shareholders or other lawyers transitioning to “of counsel” status this year? You may need to update their status to “terminated” if they are no longer considered employees of the firm.
Read the second part of our two-part interview with David Eisenberg, Director of Client Consulting at Mercer Trust Company, to talk about their fiduciary role.
The Yankelovich MONITOR offers a candid survey of Americans’ self-assessment of their financial circumstances. Attitudes vary across generations. Read the highlights here.
If you sponsor a 401(k) plan intended to satisfy the safe harbor regulations, notices should be distributed between October 1 and December 1, 2016. Learn more here.
Annual “stoplight” Retirement Evaluations have been mailed out to all participants under age 60 with more than $500 in their accounts. Learn about the promotional period offer.
As you may know, the U.S. Department of Labor (DOL) issued final regulations in 2016 to expand the definition of “fiduciary” under the Employee Retirement Income Security Act of 1974 (ERISA). Read more here.