Required Plan Non-Discrimination Testing Understanding non-discrimination testing The information detailed below is provided to help you, the Plan Sponsor, better understand your obligations regarding the annual nondiscrimination testing requirements associated with...
Required Minimum Distributions (RMD) Understanding more about your Required Minimum Distributions The IRS rules state that as of age 72 you must begin taking a Required Minimum Distribution (RMD) from your retirement plan or possibly incur severe penalties on the...
Required ERISA Fidelity Bond Understanding the ERISA Fidelity Bond The information detailed below is provided to help you, the Plan Sponsor, better understand your obligations regarding the safeguarding of retirement plan assets. It is our desire to assist you as you...
Required 403(b) Plan Document Restatements What is the Plan Document restatement process? The Plan Document restatement process has been ongoing for other defined contribution plans like 401(k) plans for quite some time. This process is new for 403(b) plans. Under the...
Registering your account How do I register my 403(b) or 401(k) Envoy Choice Portal account? Register your Envoy Web account today! By registering, you can review your account, research investment performance, update personal and beneficiary information, and much more...
