October 1, 2021 NEW 401k plan: Deadline to adopt a safe harbor 401(k) plan for 2021. December 2, 2021 EXISTING 401k plan: Deadline to...

We ask each year that you submit a census of your employees but, interestingly enough, the question: "Who is an employee?" may arise....

As the Plan Administration and reporting season begins January 1, it's very important that plan sponsors understand the definition of...

It's important for plan sponsors and participants to be educated about their retirement plans. However, some employers fear that taking...

REMINDER: It's important for plan sponsors and participants to be educated about their retirement plans. The Pension Specialists, Ltd....

REMINDER: In this day and age we must always be cautious of how we exchange information, especially when that information is sensitive,...

The Pension Specialists, Ltd. provides educational seminars about industry changes and important industry related news to keep you...

Should you consider a Safe Harbor 401(k)? Safe harbor plans are great! They allow highly compensated employees to to defer the maximum...

Here is a video that we made to celebrate our 30th year in business.