Insights from Definiti
Retirement industry best practices are constantly evolving to keep up with shifts in regulatory, legal, cultural, and economic realities. Fortunately, we stay ahead of it so you don’t have to.
Maximize DC Plan Contributions with Cross-Testing
“Cross-testing” is a cutting-edge allocation formula that aligns nicely with a plan sponsor’s goal to help employees have enough money [...]
The IRS has published their compliance program and priorities for 2021, which outlines some of the red flag issues that could trigger a retirement plan audit. Simply waiting for the dreaded audit letter to arrive isn’t a smart strategy. Take steps now to be ready for an audit even when you don’t expect one.
When designing a successful retirement plan, it’s important to consider certain features including Qualified Automatic Contribution Arrangements (QACAs), coverage requirements and after-tax contributions.
The IRS has published their compliance program and priorities for 2021, which outlines some of the red flag issues that could trigger a retirement plan audit. Simply waiting for the dreaded audit letter to arrive isn’t a smart strategy. Take steps now to be ready for an audit even when you don’t expect one.
When designing a successful retirement plan, it’s important to consider certain features including Qualified Automatic Contribution Arrangements (QACAs), coverage requirements and after-tax contributions.
