About Matt Jansen

This author has not yet filled in any details.
So far Matt Jansen has created 90 blog entries.

2024 RETIREMENT PLAN LIMITS

The federal government has released the 2024 dollar limits that apply to qualified retirement plans. Download our 2024 Plan Limit document to compare these new limits with 2023. If you have any questions, please contact your plan consultant.

2024 RETIREMENT PLAN LIMITS2023-11-06T09:18:14-08:00

NATIONAL RETIREMENT SECURITY MONTH – OCTOBER 2023

Save the date for National Retirement Security Month: Coming in October! A great opportunity to increase awareness about the importance of saving for retirement! Stay tuned for campaign materials and more information from Randall & Hurley.

NATIONAL RETIREMENT SECURITY MONTH – OCTOBER 20232023-01-03T16:18:27-08:00

2023 HOLIDAY CLOSURES

Monday, January 2nd (New Years Day Observed) Friday, April 14th (Good Friday) closure at 2:00 Monday, May 29th (Memorial Day) Monday, June 19th (Juneteenth National Independence Day) Monday & Tuesday, July 4- 5th  (Independence Day) Monday, September 4th (Labor Day) Wednesday, November 22nd (day before Thanksgiving) closure at 2:00 Thursday, November 23rd (Thanksgiving) Friday, November [...]

2023 HOLIDAY CLOSURES2023-01-03T16:14:24-08:00

EASTER CLOSURE

Friday, April 10th our offices will be closing at 2pm. The markets will be closed–no trades will be processed. Enjoy the Easter weekend!

EASTER CLOSURE2020-01-22T12:14:03-08:00

SECURE ACT

We have summarized the main provisions of the SECURE Act. Download this summary for your reference. You are always welcome to contact you Plan Consultant with questions.

SECURE ACT2020-02-26T14:29:12-08:00

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

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

CORRECTING ELECTIVE DEFERRAL ERRORS

All too often, the sponsor of a 401(k) or 403(b) plan discovers that elective deferral contributions were not deducted from the pay of an eligible employee(s) which results in what the IRS calls a “missed deferral opportunity.” Other types of errors that fall into this category are; failure to inform an eligible employee of a [...]

CORRECTING ELECTIVE DEFERRAL ERRORS2017-07-18T21:27:43-07:00
Go to Top