Blog
NEW WEBINARS, WATCH NOW!
If you missed our introductory webinars (or just want to review them again), you can view both An Overview of New Participants Experience and An Overview of Plan Sponsors and Financial Professionals below! An Overview of New [...]
PRESIDENT’S DAY NOTICE
Heads-up! Monday, February 15th -- Markets will be closed and no trades will be processed in observance of President's Day. Randall & Hurley will remain open during normal business hours!
UPDATED INTRODUCTORY WEBINAR SIGN UP
We have rescheduled the introductory webinars that were to be held in December. If you previously signed up to attend, you will receive a separate email providing instructions on how to access the [...]
ELIMINATION OF THE DETERMINATION LETTER PROGRAM
The IRS determination letter program has allowed plan sponsors using an individually designed plan document to apply to the IRS for written confirmation that the plan’s provisions meet the criteria necessary to ensure the plan [...]
DEADLINE FOR 5500 FORM
Congress Reverses Extended Deadline for Form 5500 Congress passed the Fixing America’s Surface Transportation (“FAST”) Act on December 3, 2015. FAST repeals the change to the extended due date of the Form 5500 that was [...]
AUTOMATIC ENROLLMENT & INCREASES
More Popular Than Ever Nearly half (47.5%) of employer plans now automatically enroll employees into the plan. The number of 401(k) plans combining auto-enrollment and auto-increase grew 40% in the first half of 2015…and participants [...]