Author: Andrea McLane
Apr 1, 2019
episode 177 – what the heck is a retirement plan census?
The often forgotten retirement plan census can sneak up on you if you're not careful! Listen to (or watch) this episode of unsuitable on Rea Radio to learn more about these forms from Rea's superstar retirement plan consultant, Andrea McLane.
Jul 31, 2017
episode 92: how to avoid common mistakes & design the ideal retirement plan
Retirement planning is a team sport: participants, employers and trusted advisors need to work together to protect participants and ensure the plan is well-designed. Andrea McLane, QKA, a manager on Rea’s pension administration team in the firm’s Dublin, Ohio, office, joins us on this episode of unsuitable on Rea Radio to talk about what business … Continued
Mar 22, 2017
Avoid Audit Issues, Substantiate Your Hardship Distribution Claims
Plan sponsors and Third Party Administrators have been without access to a structured set of guidelines to help them adequately substantiate hardship distribution claims – until now.
Nov 25, 2015
Plan Sponsors: Don’t Miss The Dec. 1 Deadline To Provide Year-End Notices
Can you believe December is only a few days away?! It’s true. And that means it’s time for 401(k) plan sponsors to buckle down because the deadline to provide year-end notices to employees is Dec. 1. Read on to learn what information you must provide to your employees.
Apr 12, 2013
Alternative Assets in Qualified Plans
As a retirement plan administrator, plan fiduciaries often consult me about different investment vehicles. They ask if they can invest plan assets in investment classes beyond the traditional stocks, bonds and mutual funds and include investments like limited partnerships or real estate in their portfolios. The answer isn’t always clear, but as with many fiduciary … Continued
Feb 2, 2010
Retirement Plan Sponsors List Their Favorite Plan Options
President Obama’s State of the Union address included initiatives to improve and enhance retirement programs. And while he was putting his finishing touches on the address last week, Plansponsor.com asked pension plan administrators what plan options they would like to see enacted, and which they would like to see “get lost.” The survey revealed a … Continued
Jan 20, 2010
Department of Labor Issues
On January 14, 2010, the Department of Labor issued a final rule establishing a “safe harbor period” of seven business days as a reasonable time frame for depositing employee contributions and loan repayments into retirement plans Under this regulation, employers will be in compliance with ERISA rules if they deposit employee contributions within seven business … Continued