Tag: Discrimination Testing

Closed DB Plan Nondiscrimination Relief Extended Further

The IRS and the Treasury Department expect that the final regulations regarding closed DB plans will not be published in time for plan sponsors to make plan design decisions based on the final regulations before expiration of previous relief provided.

Do They Belong?

Helping sponsors evaluate their options for nonactive participants

Safe Harbor 401(k) Deadline Approaching

Safe harbor 401(k) plans require an initial plan year at least three months long, making October 1 the effective deadline for establishing a new safe harbor plan in 2014.

WMSI Releases Small Plan Comparison Tool

Wealth Management Systems Inc. (WMSI) launched a small business retirement plan comparison calculator that can help growing employers benchmark retirement plan performance.