Plan Year - Benefits Glossary

The one-year period for which plan records are maintained. The Plan Year may be a calendar year, the employer’s fiscal year or another one-year period specified in the Plan Document.

Glossary: Actuarial Valuation
What happens to the 401(k)? Defined contribution decisions during M&A
In the whirlwind of corporate acquisitions, the 401(k) retirement plan often gets overlooked, yet it plays a crucial role in the transaction's success. With fiduciary obligations and compliance responsibilities at stake, understanding how to navigate defined contribution decisions is essential.
3 ways to make this open enrollment the best yet
Whether your annual benefits open enrollment is 9 months or 90 days away, focusing on these three areas can help ensure its success.

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