Posts from March 2022.
We frequently receive questions from clients about what to do when an employee misses the window to enroll their new spouse or child. Often the employee has a compelling reason and the employer wants to help, because if they didn’t, they wouldn’t be calling me, they would just deny the enrollment as late. In the past few months, I have received a few ...
The SECURE Act, which was passed in late 2019, provided several mandatory changes affecting defined contribution plans. While plans do not have to adopt their SECURE Act amendments until December 31, 2022, plans have already been administering many of the provisions. And while many plans have already been amended and have applied its ...