May 7, 2026
May 15 Quarterly Benefit Statement: Deadline to supply participants of participant-directed plans with the quarterly benefit/disclosure statement, including a statement of plan fees and expenses charged to individual plan accounts during the first quarter of 2026....
May 7, 2026
Overpayments from qualified retirement plans to plan participants are among the most common—and most sensitive—administrative errors encountered by plan sponsors and fiduciaries. They often arise quietly: calculation mistakes, misapplied plan terms, delayed data...
May 7, 2026
Form 5500 exists to create a single, annual public report on employee benefit plans. With filings made publicly available through the DOL, its core purpose is to contribute to broader transparency in the employee benefits system and protect plan participants and...
May 7, 2026
In today’s workplace, offering a 401(k) plan has become a standard part of employee benefits. But simply making a retirement plan available isn’t enough. For employees to truly take advantage of it, they need to understand how the plan works, why it matters and how to...
Nov 20, 2025
December 1 Participant Notices – Annual notices due for Safe Harbor elections (note that some plans are no longer required to distribute Safe Harbor notices), Qualified Default Investment Arrangement (QDIA), and Automatic Contribution Arrangements (EACA or QACA)....
Recent Comments