The IRS Announces New 401(k) Plan Limits for 2024
On November 1st, 2023, The Internal Revenue Service (IRS) announced the new 401(k) plan limits for 2024 in Notice 2023-751 Here are ...
401(k)
Updated: 401(k) Plan Form 5500 Filing Deadline Approaches
Both small and large employers with a 401(k) plan must annually file an Internal Revenue Service (IRS) Form 5500, Annual Return/...
New IRS Requirements for 401(k) Plan Discretionary Matching Contributions
Every six years, the Internal Revenue Service (IRS) requires most retirement plans to update their plan documents to comply with ...
[UPDATED] Environmental, Social and Governance Investing: What 401(k) Plan Sponsors Need to Know
Over the last few years environmental, social, and governance (ESG) has been a topic of conversation in the 401(k) industry ...
[Updated]: IRS Grants Three-Year Extension for 401k Plans’ Adoption of CARES and SECURE Act Amendments
On August 3, 2022, the Internal Revenue Service (IRS) released Notice 2022-33, providing 401k plan sponsors an extension until December 31, 2025 to adopt ...
Limited Plan Audits Are History: What 401k Plan Sponsors Should Know
The Employee Retirement Income Security Act of 1974 (ERISA) requires 401k plans with 100 or more eligible participants to file an audit ...
12 DOL Best Practices for 401k Plan Cybersecurity Measures
The U.S. Department of Labor (DOL) recently issued cybersecurity guidance for 401k plan sponsors, recordkeepers, other vendors, participants, and ...
The IRS’s New Pre-Audit Retirement Plan Compliance Pilot Program
On June 3, 2022, the Internal Revenue Service (IRS) announced a new pre-audit compliance pilot program (Program) for retirement plans, including 401ks.1 ...
[Updated] 5 Things You Should Know About California’s Retirement Plan Mandate
California small businesses or nonprofits with at least five employees must now offer a retirement plan to all adult employees, ...
What to Know About Cryptocurrency in 401(k) Plans
On March 10, 2022, the U.S. Department of Labor (“DOL”) officially weighed in on offering cryptocurrency as an investment option in 401(...
Market Uncertainty and Your 401(k) Account: Russian Invasion of Ukraine
The Russian Invasion of Ukraine has caused a significant increase in uncertainty and volatility in the markets. For those of ...
Introducing Origin, Sequoia’s New Solution to Better Unlock the Value of Employees’ Total Rewards
Finances are the biggest source of employee stress – more than jobs, health, and relationships combined. We are helping our 401(k) ...