Uniglobal Blog

Your Source for Retirement Plan Topics

Find the most relevant retirement plan industry-specific content, news, interests, thoughts, and support from the Team here at Uniglobal.

Can We Convert A SEP-IRA To A 401(k) Plan?

Got a SEP-IRA? Wondering how to convert it to a 401(k)? The short answer is: you can't....[Read more...]

Is Bonus Pay Subject To 401(k) Deferral Elections?

Depending on your 401k retirement plan document, bonus pay may be included in the...[Read more...]

Do We Have To Contribute Safe Harbor To HCEs?

Safe Harbor Contributions Retirement plan rules require that Safe Harbor contributions be...[Read more...]

How To Boost Employee Engagement In Your Retirement Plan

Saving for retirement is not a new concept. Market gains, compounding interest, and time...[Read more...]

Post-PPA Plan Document Restatement | Cycle 3

It's official! We're now in a new, 2-year restatement period for qualified retirement...[Read more...]

2021 IRS COLA Limits Announced | 401(k) & Qualified Plans

2021 Brings Higher Annual Additions and Considered Compensation Limits The IRS released...[Read more...]

The Form 5500 Is Filed, Now What?

The October 15 deadline has passed and your 12/31 plan year Form 5500-SF or full Form...[Read more...]

What is Retirement Plan Compensation?

Plan Compensation Compensation for retirement plan purposes is defined within the...[Read more...]

IRS Notice 2020-52: CARES Act Update

Background and Overview On Thursday, June 29, 2020, the IRS released Notice 2020-52. The...[Read more...]

Everything You Need To Know About New Comparability (And Why We Love It)

What is New Comparability? New Comparability, sometimes referred to as cross-tested or...[Read more...]

HCE and Key Employees in 401(k) Plans

Defining "HCE" and "Key" in a 401(k) plan is an important step towards keeping your plan...[Read more...]

CARES Act PPP: Are plan contributions for small businesses covered?

Paycheck Protection Program The Paycheck Protection Program ("PPP"), Section 1102 of the...[Read more...]