Archive for the ‘401k Administration’ Category


The Case for a Micro 401k

Icon Provided by Joseph Regenstein IV, CMFC on December 3, 2011

The Need to Attract and Retain Employees Employers have increasing been the providers of retirement plans for employees and this has created a dilemma for many small businesses1. When competing for talent with larger rivals, not having a plan might make it difficult to attract or retain quality employees. However, the fixed costs of administrating [...]

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The Value of a Specialized 401k Audit

Icon Provided by Joseph Regenstein IV, CMFC on October 11, 2011

It can reveal hidden flaws and help you improve the plan. Why do companies request specialized audits of their 401(k)s? After all, the standard annual audit that large companies routinely attach to Form 5500s may seem adequate. Yet a specialized audit may reveal things that have gone unnoticed for years, or conditions that should be [...]

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