What Plan Sponsors Can Do to Plan for the Year Ahead: A Timeline of Key Milestones

Corporate & Institutional

Plan sponsors have a plethora of administrative duties and deadlines to juggle each year, 2022 being no exception. To start out the year, you’ll want to ensure your 401(k) plan complies with any new rules and regulations, as well as ensure you are on track to comply with any upcoming deadlines on  the ERISA and IRS calendars.

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How To Make Your 401(k) Plan Reviews More Effective

Corporate & Institutional

Plan reviews are an important part of the role of a plan sponsor. Depending on the type and complexity of the plan, there may be a number of different aspects to consider during this review. Do you have a Retirement Plan Committee?  Are you covering the right topics?  Have you conducted an investment review?  Having a Retirement Plan Committee can help keep the administration of your plan running smoothly.

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