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Newsletter Topic Date Empowering Employees Through 401(k) Education: A strategic Advantage for Employers, Form 5500: All-In-One Oversight, Transparency and Protection, Correcting Retirement Plan Overpayments, Upcoming Compliance Deadlines for Calendar-Year Plans Spring 2026 Spring Cleaning, Cybersecurity & ERISA Compliance: Protecting Your Plan, The Plan Document: Why Understanding it Matters, Understanding RMDs: What Plan Sponsors Need to Know Winter 2026 Cost of Living Adjustments for 2026 Are Here!, Roth Catch-Up is Final – What Plan Sponsors Need to Know, Year-End Data Collection Fall 2025 EN GARDE!!! THE CHALLENGE WITH FORFEITURES, Addressing the Challenge of Uncashed Distribution Checks, Divorce and the Retirement Plan Summer 2025 Keeping the Lines of Communication Open, Could Immediate Vesting be a Win-Win for Your Plan?, Planning Ahead for 2026 Catch-Up Contributions, How Government Staffing Cuts Could Impact the Plan Spring 2025 Keep on Talkin', Lost but Not Forgotten, Which Bond is Best? Winter 2025 Cost of Living Adjustments for 2025 are here!, Preventing Late Deposits, Higher Catch-Up Contribution Available in 2025, RMD Reminder Fall 2024 Effective Communication with Participants, Participant Notices: A Quick Overview, Mastering the Act of Distributing Participant Notices, Plan Ahead for 2025 Long-Term Part-Time (LTPT) Employees Summer 2024 Is Automatic Enrollment Required for Your Plan?, A Refresher on RMDs, New Questions on the 2023 Form 5500 Spring 2024 Components of Defined Contribution Plan Compliance Testing, Does My Plan Need an Audit?, 401(k) deferrals: Don’t exceed the limit!, Reminder: Long-Term Part-Time Employee Rules Effective January 1 2024 Winter 2024 Bonds: Is your plan covered?, It doesn't hurt to double check! We're here for you!, Are Changes Needed to the Plan? Summer 2023 SECURE 2.0 is a GO!, Is it already time to complete another year-end data request?, Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future. Winter 2023
