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    Complying With the 408(b)(2) Regulation
    Vitaly Novok
    • Dec 27, 2017
    • 3 min

    Complying With the 408(b)(2) Regulation

    When it comes to managing and administrating a 401(k) plan, there are some duties that a plan sponsor can delegate. For example, a 401(k)...
    Insufficient Fidelity Bond Coverage
    Vitaly Novok
    • Dec 11, 2017
    • 3 min

    Insufficient Fidelity Bond Coverage

    When I review Forms 5500 of micro and small 401(k) plan sponsors, one mistake that I am frequently seeing is insufficient fidelity bond...
    How to Select 401(k) Service Providers
    Vitaly Novok
    • Apr 24, 2017
    • 3 min

    How to Select 401(k) Service Providers

    Managing a 401(k) plan requires a lot of knowledge, expertise, and is extremely time consuming. It not only involves administration and...
    The Most Important 401(k) Safe Harbors
    Vitaly Novok
    • Mar 21, 2017
    • 5 min

    The Most Important 401(k) Safe Harbors

    Due to the increased frequency of lawsuits filed against plan sponsors over the last few years, they have been forced to revisit many...
    Hardship Withdrawals: Trust but Verify
    Vitaly Novok
    • Mar 14, 2017
    • 4 min

    Hardship Withdrawals: Trust but Verify

    At the end of February, the IRS issued a memorandum for Employee Plans Examinations Employees which provided guidelines for hardship...
    Should You Hire a TPA?
    Vitaly Novok
    • Feb 22, 2017
    • 3 min

    Should You Hire a TPA?

    Without a doubt, the hardest thing about running a 401(k) plan is its administration. A plan administrator carries the enormous...

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