Joni Jennings, CPC, CPFA is Newfront Retirement Services, Inc. Compliance Manager. Her 30 years of ERISA compliance experience expands value to sponsors of qualified retirement plans by offering compliance support to our team of advisors and valued clients. She specializes in IRS/DOL plan corrections for 401(k) plans, plan documents and plan design.
What is a de minimis error or amount as it relates to mistakes in operating a retirement plan? Newfront's Retirement Services Compliance Manager Joni Jennings breaks it down.
February 13th 2023
Continue readingPlan participants are likely not familiar with the terminology or the concept of a “true up” matching contribution. What is a true up, how is it determined, and does it apply in your 401(k) plan?
December 9th 2022
Continue readingEmployers that delay sending employee deferrals and/or employee loan repayments to the plan’s trust may be surprised to learn that restorative payments of lost earnings are due the affected employees.
August 22nd 2022
Continue readingIf your 401(k) plan offers participant loans, there is a good chance one will fall out of compliance… eventually.
August 10th 2022
Continue readingDiscretionary matching contribution requirements – YES, another notice!
May 27th 2022
Continue readingThere is a new asset class coming to 401(k) plans which has vigorously stimulated investment conversations in the retirement plan community. Ready or not, cryptocurrencies may be coming to a 401(k) plan near you.
May 11th 2022
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