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Who’s the Plan Administrator?

…sale, a new Plan Administrator would need to be appointed. Once the new Plan Administrator was officially installed, the plan was put on a course for payout and termination. Conclusion Little thought—if any—is often given to retirement plans in M&A scenarios. Something as simple as…

PENTalk™- Best Practices for Plan Amendments

Laws change frequently and retirement plans need to be amended to comply with the most recent requirements. Attend this PENTalk™ to learn how best to approach making changes to your retirement plan.

Best Practices for After-Tax Contributions and IRS Form W-2

…payments, or a minister’s parsonage allowance and utilities. Each distinctive item listed in Box 14 should be labeled. Because Form W-2 may not be a reliable source for tracking after-tax contributions, a best practice for a plan participant would be to keep his or her…

Fiduciary Best Practices for Plan Sponsors

ERISA entrusts the care of retirement benefits and the proper operation of retirement plans to “fiduciaries” of the plans, such as the business owners who sponsor them. Fiduciaries who fail can face penalties and personal liability for plan losses. Attend this course to understand fiduciary…

Your TPA Partner Can Help You Win Business

Your TPA Partner Can Help You Win Business When it comes to the administration of retirement plans, most TPAs can execute the work pretty competently. And while there are differences in quality of process and internal expertise, most of this is technical work that happens…

CEFEX TPA Benefits to Advisor

How does an advisor benefit from partnering with a CEFEX-certified TPA? And why is it important? Listen in to find out more….

TPA & 3(16) Solutions

TPA & 3(16) Solutions Pentegra offers a comprehensive array of Third Party Administrative (TPA) Services. We take TPA services to the next level as a 3(16) Fiduciary Administrator. Our tenured and professionally credentialed expert team of ERISA attorneys, ASPPA-certified consultants and compliance specialists serves thousands…

March 1st and Excess Salary Deferrals

…is on the participant to determine in which plan the excess was created and notify the plan administrator of the amount of excess deferrals allocated to the plan. Many plan documents include a provision that imposes a plan administrator notification deadline. IRC Sec. 402(g)(2)(A)(i) permits…

The Educated 3(16) Fiduciary

…owners who sponsor retirement plans for employees as “3(16)” fiduciaries under federal law [ERISA Section 3(16)]. A 3(16) fiduciary is responsible for ensuring the plan is operated in compliance with the rules of ERISA day in and day out. One can say, the ERISA “buck…