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401K Enrollment: Is a Meeting or E-Delivery Best For Your Small Business 401K Plan?

401k Enrollment: Is a Meeting or E-Delivery Best For Your Small Business 401k Plan?

When a small business offers a 401k plan, its employees often need some sort of 401k education in order to make the two primary investing decisions applicable to 401k participation – “how much should I save?” and “where should I invest?"

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Employee Fiduciary in the News

Employee Fiduciary CEO, Eric Droblyen, comments about technology start-ups entering the 401k plan market in the Wall Street Journal. 

Startups Shake Up 401(k) Arena
Startups Shake Up 401(k) Arena
Tip of the week

Fiduciary Tip of the Week

The IRS offers free phone forums and webinars featuring IRS employees discussing retirement plan topics. Retirement Plan Loans to Participants and Retirement Plan Distributions - What every participant should know are great topics to pass along to your participants.

 

Fiduciary Must Reads

7 Ways to get ahead on your retirement plan  

You know about the 401(k) — but how about the Roth 401(k)

Lawyers ready to swoop down on 401(k) vultures

Sneaky 401(K) Fees You Didn't Know You Were Paying  

DOL fiduciary rule will nudge 401(k) advisers to zero-revenue-share fund lineups

Roth IRA or 401(k): Which Should You Choose? 

Understanding Numbers’ Would Motivate 401(k) Participants to Save More

Fiduciary Must Reads
Deadlines

September 15

Extended deadline for ling corporate tax returns and contribution deadline for deductibility.

September 30

Deadline for distributing Summary Annual Report (SAR) to participants, provided deadline for Form 5500 was not extended (later of nine months after close of plan year or two months after due date for Form 5500).
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Tel. 877-401-5100    Fax. 251-436-0801
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