by Natalie Harris | Aug 27, 2025 | Pension Pulse
We receive a lot of inbound inquiries from financial advisors and CPAs asking us to review their client’s retirement plans. The scenario below is representative of an inquiry we received from a financial advisor who took on a new law firm client. During the advisor’s...
by Natalie Harris | Aug 27, 2025 | Pension Pulse
As a qualified retirement plan third-party administrator (TPA) specializing in serving small and medium-sized businesses, we’ve seen firsthand how the right support can transform a 401(k) from a basic benefit into a powerful tool for employee retention and...
by Natalie Harris | Jul 11, 2025 | Uncategorized
At The Pension Source, we’re more than just a service provider, we’re your partner in retirement plan success. Staying proactive now can help you avoid the last-minute rush and ensure compliance with key requirements like nondiscrimination testing, contribution...
by Natalie Harris | May 12, 2025 | Pension Pulse
Cash balance plans are a powerful retirement savings tool, but they come with specific rules about who can participate and how benefits are distributed. Employers have flexibility in determining eligibility for both 401k and cash balance plans, but they must comply...
by Natalie Harris | Nov 12, 2024 | Uncategorized
December 1st 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)....
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