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Pension Administration Blog

Tuesday, Aug 5, 2014
It happens several times a year.  We get a call from a business owner or a financial professional asking what the options are for someone who was unaware of the filing requirements for their retirement plan.  Civil penalties of up to $1,025 per day up to a maximum of $15,000 may be...Read More
Wednesday, May 28, 2014
All Defined Contribution plan documents (including 401(k), Profit Sharing, and Money Purchase Plans) will need to be restated by no later than April 30, 2016 to incorporate the language and provisions from the Pension Protection Act (PPA), and various other required amendments that took effect...Read More
Wednesday, May 7, 2014
REQUIRED CONTRIBUTIONS Some types of Plans have mandatory/required contributions.  Pension plans are subject to mandatory contributions unless the benefits have been frozen by Plan amendment.  Plans that are Top Heavy (60% of the assets are in the accounts of Key Employees) often...Read More
Wednesday, Apr 30, 2014
ADP/ACP TESTING 401(k) plans that have not adopted Safe Harbor provisions must pass the Actual Deferral Percentage (ADP) test each year.  This test compares the average contribution of the Highly Compensated Employees to the average contribution of the Non-Highly Compensated Employees.&nbs...Read More