Tag: plan administration

Communicating Stock Market Volatility

It is easy to sit back and watch 401(k) plan savings grow when investments are going well. But even the most seasoned investors feel uneasy when the stock market drops. Historical data shows…

Rethinking PTO With a Convertible Plan

Rethinking PTO With a Convertible Plan

Paid time off (PTO) presents a unique challenge. It consistently ranks among employees’ most sought-after benefits. But PTO is also among the most underused offerings. According to The Harris Poll, 78%…

PCORI Fee Due July 31

When The Patient-Centered Outcomes Research Institute (PCORI) fee is due annually by July 31. Use the second-quarter Form 720 to make your payment. (Note: Although Form 720 is a quarterly form, you only have…