FEBRUARY RESOURCE SPOTLIGHT

Compliance testing is critical to keeping your plan qualified. Learn more about Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP) testing with this list of frequently asked questions.

FEBRUARY RESOURCE SPOTLIGHT2018-03-08T17:36:18-08:00

RANDALL & HURLEY IS GROWING!

Randall & Hurley recently acquired a new branch in Helena, Montana (previously Employee Benefit Resources).  We are excited to join with this talented group of people!  Download our official press release for more information.

RANDALL & HURLEY IS GROWING!2018-01-19T20:32:30-08:00

JANUARY RESOURCE SPOTLIGHT

We've updated our Administration & Compliance Guide to reflect changes to certain deadlines due to recent legislation.  We encourage you to download the revised version of this document.

JANUARY RESOURCE SPOTLIGHT2018-01-11T21:24:16-08:00

DECEMBER CLOSURES

Friday, December 22nd our office will be closing at 2pm. Monday, December 25th our office will be closed, as will the markets.  No trades will be processed. Happy Holidays!

DECEMBER CLOSURES2017-12-07T18:58:08-08:00

THANKSGIVING CLOSURES

Wednesday, November 22nd our office will be closing at 2pm. Thursday, November 23rd our office will be closed, as will the markets.  No trades will be processed. Friday, November 24th our office will be closed.  Markets close at 1pm. Happy Thanksgiving!

THANKSGIVING CLOSURES2017-11-09T21:44:12-08:00

UPCOMING WEB MAINTENANCE

Mark your calendars! Our site will be under maintenance starting at 6:00 PM on October 20, 2017. Normal functions will resume by end of day October 22, 2017.

UPCOMING WEB MAINTENANCE2017-10-10T18:15:59-07:00

SEPTEMBER RESOURCE SPOTLIGHT

Guide To Participant Disclosures We have compiled a reference guide of the most common plan disclosure requirements below. For a full and detailed list of requirements, please review the Department of Labor’s overview. DOWNLOAD  

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

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
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