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.

2024 IRS COLA Limits for 401(k) Plans Released

IRS Announces Limits for 2024 On November 1, 2023, the IRS released the upcoming cost of...[Read more...]

RetirePath Virginia's Mandatory Retirement Program

By now, more than 8,000 Virginia employers will have received notification regarding...[Read more...]

Best Practices for 401(k) Plan Sponsors: Fiduciary Responsibilities

Plan Sponsors, including those of 401(k) retirement plans, have a wide range of fiduciary...[Read more...]

SECURE 2.0 Tax Credits: An Overview for Employers

The SECURE 2.0 Act has created new and enhanced tax credits for smaller employers that...[Read more...]

2023 Changes to Form 5500 and Form 5500-SF: What to Expect

Changes to Form 5500 and 5500-SF: What You Need to Know for 2023 The US Department of...[Read more...]

IRS Releases 2023 COLA Limits for 401(k) Plans

IRS Announces Much Higher Limits for 2023 The IRS released the cost of living adjustments...[Read more...]

Is Automatic Enrollment A Good Fit For Your Retirement Plan?

What Is Automatic Enrollment? First, we need to identify the most popular form of...[Read more...]

Compliance - ADP and ACP Test Failure & Correction Options

Calendar Year-End Plans and The March 15th Deadline It's that time of year again. All...[Read more...]

2022 IRS COLA Limits Announced | 401(k) & Qualified Plans

IRS Announces Higher Limits for 2022 The IRS released the cost of living adjustments...[Read more...]

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...]