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Video | Avoid Costly Missteps in Your 401(k) Plan Administration

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.

Our latest installment features Lindsay Luketic, who sheds light on two common pitfalls in plan administration: improper payroll source withholding and incorrect tracking of vesting and eligibility. She breaks down how these errors can lead to costly corrections and emphasizes the importance of proper setup and the benefits of automation. Through this video, you’ll discover practical ways to avoid these mistakes, to help ensure your 401(k) plan operates smoothly and efficiently.

Join us as we explore strategies for optimizing your 401(k) plan for the benefit of your employees and your business.

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