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Safe Harbor 401k Plans: Answers To Common Questions

“Safe harbor” 401k plans are the most popular type of 401k used by small businesses today. They automatically pass annualADP/ACP and top heavy tests and allow business owners to maximize contributions to the plan. To achieve safe harbor status, owners are required to make a contribution on behalf of participating employees. For many employers, that trade-off is well worth the cost. Here’s why.

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Fiduciary Tip of the Week

Fiduciary Tip of the Week

The Form 5500 filing deadline is quickly approaching. Make sure you are checking your email for your invitation to sign. Click here for a quick video tutorial on Form 5500 e-signatures.

Fiduciary Must Reads

401(k) rollover advice about to get better but more complicated401(k) Fees, Already Low, Are Heading Lower

Last Week Tonight with John Oliver: Retirement Plans

Are you paying too much in investment fees? What to watch for

8 questions to ask about your 401(k) plan

Why Your Retirement Plan Is Going Back to the Future  
Fiduciary Must Reads
Upcoming Deadlines

Your next Employee Fiduciary invoice will arrive shortly after the close of this calendar quarter (6/30). It is our goal to make the review and payment of this invoice as painless as possible. Please notify your plan administrator in writing no later than 6/27 if:

  • You want to use any unused forfeitures to pay some or all of the 6/30 invoice
  • You need to make changes to payment method or billing contact information
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Tel. 877-401-5100    Fax. 251-436-0801
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