Jordan CrossMar 174 minUnderstanding 401(k) LoansThe Tax Cuts and Jobs Act of 2017 (TCJA) made changes to 401(k) loan repayment options, which may prompt plan sponsors and plan...
Jordan CrossFeb 101 min2022 Compliance Calendar for Defined Contribution PlansStay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information...
Jordan CrossDec 9, 20211 minMissing Participants: End of the Year Clean UpPlan fiduciaries are responsible for your keeping track of former employees with account balances, a.k.a. missing participants. The DOL...
Jordan CrossNov 16, 20211 minHow Protected is Your 401(k) Plan?Technology is evolving fast, but cyber criminals are evolving just as fast. Cyber criminals are now going after company 401(k) plans. Our...
Jordan CrossSep 1, 20213 minIs it Time to Consider a New Plan Design?You may have heard about a “Cash Balance plan” and wondered whether it would be something advantageous for your business. A Cash Balance...
Jordan CrossJul 19, 20211 minHow a Financial Wellness Program Can Improve Company CultureEmployers recognize that financial stress is taking a toll on their workforce — and their bottom line. Financial wellness can help...
Jordan CrossMay 13, 20211 minThe Cost of Financial StressMany financially stressed employees confess to spending 3+ hours of their work week distracted by personal finances, that’s 156 hours per...
Jordan CrossApr 23, 20211 minFile Organization and Compliance ChecklistAs a Retirement Plan Sponsor, Trustee, Primary Contact or Financial Advisor, a file organization checklist can help you or your clients...
Jordan CrossApr 12, 20211 min2021 HR Cheat SheetAs an HR professional or primary retirement plan contact you wear a lot of hats! To keep a company running like a well-oiled machine can...