About Lisa Baisler

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So far Lisa Baisler has created 96 blog entries.

WHAT IS A SAFE HARBOR 401(K)?

A Safe Harbor 401(k) plan generally satisfies the non-discrimination requirements for elective deferrals and employer matching contributions as long as a few rules are satisfied. For a 401(k) Plan to be considered a Safe Harbor plan, employers are required to make certain contributions on behalf of their employees (highly compensated employees may be excluded from [...]

WHAT IS A SAFE HARBOR 401(K)?2017-09-18T18:07:15-07:00

TAKE ADVANTAGE OF ELECTRONIC DELIVERY

Plan sponsors have been inundated with notices and disclosures which must be distributed to plan participants and beneficiaries on a periodic basis. Both the Treasury and the Department of Labor (“DOL”) understand that the ability to electronically deliver participant notices and documents can be a considerable cost savings and convenience. Each agency has its own [...]

TAKE ADVANTAGE OF ELECTRONIC DELIVERY2017-09-18T18:04:05-07:00

LABOR DAY WEEKEND

Holiday Schedule Friday, September 1st our office will close at 2pm -- trades will be processed as normal.  Monday, September 4th -- Markets and our office will be closed. No trades will be processed in observance of Labor Day. Wishing you a wonderful long weekend!

LABOR DAY WEEKEND2020-01-28T18:56:18-08:00

AUGUST RESOURCE SPOTLIGHT

Dealing with Delinquent Deposits The Department of Labor (“DOL”) requires that employee salary deferral contributions and loan repayments be submitted on the earliest date the amounts can reasonably be separated from the employer’s general assets. If you have an untimely deposit, we’re here to help. DOWNLOAD  

AUGUST RESOURCE SPOTLIGHT2020-01-28T18:56:18-08:00

COMMITTED TO PROTECTING EMPLOYEE CONTRIBUTIONS

The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) is committed to protecting employee contributions to 401(k) and other defined contribution plans. As part of this commitment, they want to ensure that employee elective deferrals and loan payments are deposited to the plan’s trust account in a timely manner and have provided employers a [...]

COMMITTED TO PROTECTING EMPLOYEE CONTRIBUTIONS2020-01-28T18:56:19-08:00

CELEBRATE RETIREMENT READINESS WITH RANDALL + HURLEY

  One of our favorite holidays is right around the corner. The Plan Sponsor Council of America (“PSCA”) has celebrated National 401(k) Day four days following Labor Day since 1996. This year National 401(k) Day will be on Friday, September 8th and we want you to celebrate with us! This day is a perfect opportunity for [...]

CELEBRATE RETIREMENT READINESS WITH RANDALL + HURLEY2020-01-28T18:56:19-08:00

JULY RESOURCE SPOTLIGHT

How The EPCRS Can Help You If you’ve made a mistake in the operation of your plan, what do you do? Mistakes happen and the IRS knows this. For this reason, they developed the Employee Plans Compliance Resolution System (“EPCRS”) to remedy the error and avoid potential consequences of plan disqualification. Learn more about the [...]

JULY RESOURCE SPOTLIGHT2020-01-28T18:56:19-08:00

MAKING OUR TEAM STRONGER

Milestone Anniversaries at Randall + Hurley Randall + Hurley is celebrating three milestone anniversaries: Ryan Kopp (5 years), Denielle Williams (10 years), and Blake DeMille (15 years). Read more below about what makes these dedicated consultants so special: RYAN KOPP | Plan Consultant What is your personal mantra? Your focus determines your reality.What is the [...]

MAKING OUR TEAM STRONGER2020-01-28T18:56:19-08:00