401(k)ology – Long-Term Part-Time Employees
Mandatory Long-Term Part-Time (LTPT) employee coverage in 401(k) plans begins January 1, 2024! Is your organization prepared?
June 7th 2023
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Articles from Joni L. Jennings
Joni Jennings, CPC, CPFA is Newfront Retirement Services, Inc. Compliance Manager. Her 30 years of ERISA compliance experience expands value to sponsors of qualified retirement plans by offering compliance support to our team of advisors and valued clients. She specializes in IRS/DOL plan corrections for 401(k) plans, plan documents and plan design.
401(k)ology – Clawbacks - The Impact on 401(k) Plans
Newfront's Joni Jennings identifies operational problems with incentive compensation clawbacks, reviews the impact on salary deferrals that have been deducted from that compensation and deposited to the plan (including associated employer matching contributions), and provides solutions to prevent operational headaches before they happen.
April 17th 2023
Continue reading401(k)ology – Excess Deferrals
Employee elective deferral contributions to 401(k), 403(b), SEP and SIMPLE plans are limited each calendar year.
September 30th 2022
Continue reading401(k)ology – Related Employers
You may not think your company is related to another entity, but the Internal Revenue Service may deem otherwise, especially when there are company sponsored retirement plans.
September 8th 2022
Continue reading401(k)ology: The Large Plan Form 5500 Filing Dilemma
To file by the deadline without the complete audit report or to wait and file under the Delinquent Filer Voluntary Compliance Program (DFVCP), that is the question.
June 29th 2022
Continue reading401(k)ology – Know Your Participant Notices
Regulatory agencies require disclosures, notices and communications be provided to participants in qualified retirement plans. Failure to comply with the regulations set forth by the IRS and DOL can be costly.
June 9th 2022
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