2340 Detroit Ave, 3rd Floor Maumee, OH 43537 | Phone: 419-535-5502

5500 Due Date Approaching | Maumee Benefits Broker

Generally, plans that must comply with ERISA must file a Form 5500 by the last day of the seventh month after the close of their plan year. For calendar year plans this means the due date for the Form 5500 is July 31. Government plans (which includes most public schools) generally do not need to … Continued

DOL cracks down on employer 401(k) issues

The Department of Labor website is overflowing with cases of regulators taking action against employers accused of mishandling employee benefit plans.

401(k) contribution remittance: What’s an employer to do?

See how employers and plan sponsors must stay on top of changes in government regulations and rules.

4 Retirement Mistakes 30-Somethings Make — And How They Can Avoid Them in 2014

Four false assumptions that a lot of people in their 30s make—and ways to help them to stay on the right track for retirement.

Employers pushing hard for lower 401(k) fees

Just as they are combing through health plans looking for cost-cutting opportunities, so are employers trimming the fat off employee 401(k) plans.

With debt ceiling near, employee benefits in the crosshairs

Wednesday’s last-minute negotiations on raising the nation’s borrowing limit could impact 401(k)s, Roth retirement vehicles and more, if similar past showdowns give any indication.

Tools to Better Understand Your 401(k)

Don’t leave retirement on the back burner. Take control of your financial future by being proactive with your investments.

3 obstacles on the road to retirement readiness

Here are three obstacles that plan sponsors need to overcome to propel participants successfully down the road to retirement readiness

How to Take Control of Your 401(k)

Being a 401(k) plan participant requires you to take charge of your retirement saving and investing, so don’t let confusion or uncertainties leave you on the sideline. Instead, here are five things you can do to step up

Time’s running out to start a new Safe Harbor 401(k) plan for 2013

October 1 is the due date for an employer to establish a new 401(k) plan using those special “Safe Harbor” contribution rules to permit owners and other Highly Compensated Employees to maximize their contributions