Jordan Cross
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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Jordan Cross
Apr 26, 20231 min
The Cerrado Standard
As a founding member of the independently owned National TPA Consortium, the Cerrado Group, CrossPlans believes safeguarding your...
Jordan Cross
Mar 10, 20231 min
Understanding Forfeiture Accounts and Missing Participants
If you’ve had former employees who left before their retirement plan account was fully vested, there may be unvested money in your Plan....
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