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Dear Customer:

Here is the Spring 2018 Issue of Retirement Plan News.

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Download Spring 2018


This issue's articles are:

Who is an Employee?

Maintaining a retirement plan for your employees is no easy task. At various points during the year, employers and HR departments field participant questions, help with enrollments, deliver notices and statements, and participate in the distribution process. However, an additional responsibility, and one of the most important, is the collection of data that is used for compliance testing and government reporting.

HSA vs 401(k)

If your company has decided to offer a high deductible health plan, don't worry, you are not alone. Recent studies show that an increasing number of employers have elected to offer high deductible health plans (HDHP) either to completely replace or be offered in conjunction with a more traditional Health Maintenance Organization (HMO) plan or Preferred Provider Organization (PPO) plan.

Please contact us if you have questions about any of the topics covered in the newsletter or if you need assistance with plan administration.

Sincerely,

Ellen E. Miller
President