The federal government has released the 2024 dollar limits that apply to qualified retirement plans. Download our 2024 Plan Limit document to compare these new limits with 2023. If you have any q...
Save the date for National Retirement Security Month: Coming in October! A great opportunity to increase awareness about the importance of saving for retirement! Stay tuned for campaign materials...
https://www.randall-hurley.com/national-retirement-security-month-october-2022/
Monday, January 1st (New Years Day Observed) Friday, March 29th (Good Friday) closure at 2:00 Monday, May 27th (Memorial Day) Wednesday, June 19th (Juneteenth National Independence Day) Thursday,...
Friday, April 10th our offices will be closing at 2pm. The markets will be closed–no trades will be processed. Enjoy the Easter weekend! The post EASTER CLOSURE appeared first on Randall & H...
We have summarized the main provisions of the SECURE Act. Download this summary for your reference. You are always welcome to contact you Plan Consultant with questions. The post SECURE ACT ap...
A Safe Harbor 401(k) plan generally satisfies the non-discrimination requirements for elective deferrals and employer matching contributions as long as a few rules are satisfied. For a 401(k) Pla...
Plan sponsors have been inundated with notices and disclosures which must be distributed to plan participants and beneficiaries on a periodic basis. Both the Treasury and the Department of Labor ...
https://www.randall-hurley.com/take-advantage-electronic-delivery/
The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) is committed to protecting employee contributions to 401(k) and other defined contribution plans. As part of this...
One of our favorite holidays is right around the corner. The Plan Sponsor Council of America (“PSCA”) has celebrated National 401(k) Day four days following Labor Day since 1996. This yea...
https://www.randall-hurley.com/celebrating-retirement-readiness/
All too often, the sponsor of a 401(k) or 403(b) plan discovers that elective deferral contributions were not deducted from the pay of an eligible employee(s) which results in what the IRS calls ...
https://www.randall-hurley.com/correcting-elective-deferral-errors/