Recruiting and retaining top executives can be challenging for non-governmental tax-exempt organizations such as Code §501(c)(3) organizations, private universities, and certain healthcare organizations (Nonprofits). Not only...more
3/29/2024
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403(b) Plans ,
501(c)(3) ,
Compensation ,
Corporate Executives ,
Deferred Compensation ,
Department of Labor (DOL) ,
Distribution Rules ,
Employee Retirement Income Security Act (ERISA) ,
EPCRS ,
FICA Taxes ,
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Highly Compensated Employees ,
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Tax Exempt Entities
In last month’s 401(k) Compliance Check, we discussed the importance of developing (and maintaining) best practices for handling beneficiary designations. This month, we discuss one of the most common problems faced by 401(k)...more
In a February 2018 article, my colleague Kathleen Dreyfus Bardunias encouraged retirement plan sponsors to implement annual “operational checkups” in order to ensure their plans were administered in compliance with the plan’s...more