Popular Articles

31. Participant Rollover Request Approval

    Last Updated: 11/23/2020 in Retirement Plan Administration Account Maintenance
    In this article, we will cover the review process for incoming web-initiated participant rollover requests, the timing of email notifications related to those requests, and detail the supporting documentation provided for your review. Notifications...

32. HSA & Medicare FAQ

    Last Updated: 05/08/2023 in Reimbursement Accounts Health Savings Accounts (HSA)
    Frequently asked questions about Medicare's impact on HSA eligibility.

33. How to Update Employee Contact Information and/or Security Questions

    Last Updated: 05/05/2022 in Retirement Plan Administration Account Maintenance
    Because the employee was not able to correctly answer one of their own security questions, or if no questions are currently on file, we are not able to authenticate their identity properly.  We have asked the employee to reach out to you for assista...

34.  Creating and Viewing Plan Reports and Forms

    Last Updated: 09/19/2024 in Retirement Plan Administration Account Maintenance
    Review our Sponsor Report Access Guide to learn how to access, create and view reports from your company's online retirement account. For additional information and guidance in regards to available reports, the below refer...

35. What is Revenue Recapture and what does it mean to my plan?

    Last Updated: 09/18/2018 in Fiduciary Advisory Services Investment Management
    An ERISA Account is a plan level account that captures excess income (12b-1 fees, Service Fees) collected by the recordkeeper that can be used to pay eligible plan expenses or allocated back to participants.  The expense ratio of a mutual fund is t...

36. Self-certification of Hardship Withdrawals - Administrative Procedure

    Last Updated: 11/20/2023 in Retirement Plan Administration Distributions, Loans and Rollovers
    These procedures describe the general processing considerations for hardship distributions through participant self-certification. Self-certification is available for plans that have Safe Harbor hardship reasons. Self-Certification of Hardship Dist...

37. How does COBRA continuation coverage requirements apply to Cafeteria Plans and other Flexible Benefit arrangements?

    Last Updated: 10/16/2018 in COBRA General Information
    The provision of medical care through a cafeteria plan (as defined in Section 125) or other flexible benefit arrangement constitutes a group health plan. However, the COBRA continuation coverage requirements of section 162(k) apply to those medical ...

38. Employee Brochures (Reimbursement Accounts)

    Last Updated: 08/27/2024 in Reimbursement Accounts Document Library
    Employee brochures providing overview of flexible spending accounts. Generally distributed to new hires and during open enrollment. Healthcare FSA Dependent Care FSA Limited Purpose FSA Health Savings Account (HSA) Commuter Accounts ...

39. Group Term Life - Commonly Asked (Tax) Questions

    Last Updated: 09/18/2018 in Group Insurance Group Term Life & Disability Insurance
    Must the cost of employer-provided group-term life insurance be included in an employee’s gross income? Pursuant to Code Section 79, an employee may exclude  up to $50,000  of employer-provided group-term life insurance from his or her income. This...

40. 403(b) Contract Exchanges and Transfers

    Last Updated: 06/06/2022 in Retirement Plan Administration Distributions, Loans and Rollovers
    Overview If you are the plan sponsor of a 403(b) plan, it may not be a surprise to you to see your plan participants with more than one investment account. This is not be confused with one or more mutual funds in their retirement account. In this a...

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