Tag: Discrimination Testing

servicing strategies

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...

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.