Ongoing Fiduciary Education

Compliance Testing Basics

Author | Bonnie Treichel Retirement plans involve a lot of rules. One set of rules, involving nondiscrimination testing, is meant to ensure highly compensated employees (including company owners) don’t unfairly receive more contributions into the retirement plan when compared to…

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Retirement Plan Safe Harbors

Author | Bonnie Treichel Do you ever hear the term “safe harbor” thrown around in a lot of different contexts, but you aren’t sure what it means? If that’s the case, you aren’t alone. The term safe harbor comes up…

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