Jordan Cross
Avoid Costly Large Plan Audits with Force-Outs and Generate Forfeitures
Former participants’ small balance accounts could put you and your plan at risk. Here’s how to manage them. When an employee leaves your...
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Jordan Cross
- Jun 15, 2023
- 3 min
Long-Term, Part-Time Overview for 2024
For part-time workers, saving for retirement can be a challenge. Many part-time employees are often excluded from 401(k) plans because...
Jordan Cross
- May 8, 2023
- 1 min
Understanding the New Large Plan Audit Rules
When your company’s 401(k) plan reaches 100 account balances, it triggers an annual 3rd party audit and large plan filing requirements,...
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