ARTICLE 1:
2017: A GOOD YEAR FOR INDIVIDUAL ACCOUNT PLANS AND PARTICIPANTS
Auto Features Contributing to Participation, Average Balance Increases
Internal Revenue Service, Employee Plans
Department of Labor, Employee Benefits Security Administration
www.dol.gov/ebsa
401(k) Help Center
BenefitsLink
Plan Sponsor
First Quarter 2019
Consult your plan’s counsel or tax advisor regarding these and other items that may apply to your plan.
January
Q: What are the risks of losing track of a plan participant? There are a few people who remain “on the books,” in spite of trying many times to reach them.
The Financial Wellness/Student Debt Connection
Auto Features Contributing to Participation, Average Balance Increases
© 2023 Edward Spraberry, MBA, AIFA®, CPFA. All rights reserved.
