Introducing 401(k)ompass, our new video series! Each video is structured for 2 minutes or less and will provide practical information to help you manage your company’s 401(k) plan. Join host Andrew Blankenship in our pilot episode as he walks you through some common pitfalls retirement plan sponsors can overlook.
Stay tuned for more expert insights and practical tips to optimize your 401(k) plan management.
Welcome to 401(k)ompass, a series of two-minute videos to help you manage your 401(k) more effectively by addressing current issues and challenges. In our latest installment, Derek Burrow discusses two key areas where companies often face challenges: participant loan administration and compliance with annual deadlines. He explains how loan repayment issues can lead to costly consequences and shares tips for handling these situations, including alternative repayment methods. Additionally, Derek covers the risks associated with falling behind on annual testing and 5500 filings, emphasizing the importance of proper planning to avoid legal penalties. Watch now to learn more about how to stay…
We proudly announce that Lisa Pettis and Lindsay Luketic have been nominated for the 2024 NAPA Top Women of Excellence award, a prestigious recognition celebrating the most impactful women in the retirement plan industry. Lisa and Lindsay’s dedication, leadership and contributions have significantly impacted our organization and set a high standard across the industry. Congratulations on your nominations, Lisa and Lindsay! We look forward to celebrating your continued success.