Defined Benefit and Cash Balance Plans: How They Work and What Sponsors Manage
How a defined benefit plan sets and funds its benefit, how cash balance plans credit pay and interest, and what PBGC coverage and termination involve.
Form 5500 Filing Requirements: Schedules, Exemptions, and Audit Requirements
Which schedules attach to a Form 5500, who is exempt from filing it, what Form 8955-SSA covers, and what decides whether a plan needs an independent audit.
Retirement Plan TPA: What a 401(k) Third-Party Administrator Does and How to Choose One
What a 401(k) third-party administrator does, how a TPA works with the recordkeeper and payroll provider, what stays with the employer and what the DOL suggests asking a provider.