We’re here to help you keep your business’s 401(k) plan in compliance with the IRS and Department of Labor (DOL). Check out the articles below to learn more about the important role you play in partnering with us and the steps you can take to prepare for your Plan Year End reporting. If you have questions, get in touch with us!
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Top Articles
What do I need to submit for PYE?
How do I fill out the Census CSV?
What is a Fidelity Bond?
Topics
ROBS Onboarding
- ROBS Funding Overview
- Standard Plan Elections
- Guidant's ROBS Process Navigation Map
- Future Success with Guidant
- 401(k) Rollovers
- Trustees
- Publications: Special Exceptions
- Exiting ROBS
- Videos: 1 - Bonafide Employee Requirement
- Videos: 2 - Operating Company & Prudent Investments (How to Spend Rollover Funds)
- Videos: 3 - Subsidiary Entities under a ROBS Structure & Movement of Funds
- Videos: 4 - Reimbursement Options
- Videos: 5 - Controlled Groups & Family Attribution
- Videos: 6 - Additional Rollovers/QES Transactions
- Videos: 7 - Exiting the ROBS Structure
401(k) Plan Variables
- What Does It Mean to Have a Plan?
- Important Deadlines to Know
- Plan Elections and Eligibility
- What Information Do I Need to Share with Employees
- Additionally Owned Business (AOB)
- Plan Termination Overview
- How to Keep Your Plan in Compliance
- Top-Heavy FAQ
- Understanding Investment Management (IM) Requirements
- In-Network Investment Management (IM) Providers
- Form 1099 Distribution Codes
- Safe Harbor FAQs
- Controlled Groups
- Secure 2.0
