Annual Compliance Testing

January begins annual testing for 401(k) plans to ensure that they are in compliance with important Internal Revenue Code requirements. You should have received an email from abaretirement@phmurphyandcompany.com on or about January 10, 2019, asking if you would like to take advantage of compliance services offered by the ABA Retirement Funds Program’s (“the Program”) compliance services, including nondiscrimination testing and employer...

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Have you Visited the Online Plan Administrator Guide Lately?

Procedures on most administrative tasks you may encounter can be found in our online Plan Administrator Guide at www.abaretirement.com/ePAG. If you’re not quite sure what section you might need to review, the search engine on the page can point you in the right direction. Each administrative procedure contains links to the appropriate form(s) to use. There’s even a handy...

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Online Checklist Helps Sponsors Maintain Plan Compliance

Your role as a Plan Administrator for your firm’s plan in the ABA Retirement Funds Program (“the Program”) is very important. You are your plan’s representative for your participants, you provide Voya Institutional Plan Services LLC., recordkeeper for the Program, with necessary information about the participants at your firm. Part of your role is to maintain the plan’s compliance. To...

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Year-End Compliance Checklist

The Program makes it easy to review your plan with our online checklist that can be accessed through the online Plan Administrator Guide at www.abaretirement.com/ePAG.

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