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1 Close Encounters with UFO Hot Spots: Area 51, Roswell, and the Great ET Road Trip 39:50
Modern Plan Design: Navigating 2025’s Testing Challenges
Manage episode 470782759 series 164845
In this episode of 401(k) Roundtable, host Rick Unser and Alison Cohen, ERISA Attorney and Partner at Ferenczy Benefits Law Center, explore nondiscrimination testing in retirement plans, focusing on long-term part-time employees and new Roth contribution guidelines. They discuss the mega backdoor Roth risks, capping highly compensated employee deferrals, student loan matching, and compliance challenges for controlled groups during mergers. The conversation also covers automatic enrollment rules and audit implications based on new rules.
For more insights, visit Ferenczy Benefits Law Center’s resources and articles:
263 episodes
Manage episode 470782759 series 164845
In this episode of 401(k) Roundtable, host Rick Unser and Alison Cohen, ERISA Attorney and Partner at Ferenczy Benefits Law Center, explore nondiscrimination testing in retirement plans, focusing on long-term part-time employees and new Roth contribution guidelines. They discuss the mega backdoor Roth risks, capping highly compensated employee deferrals, student loan matching, and compliance challenges for controlled groups during mergers. The conversation also covers automatic enrollment rules and audit implications based on new rules.
For more insights, visit Ferenczy Benefits Law Center’s resources and articles:
263 episodes
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1 Modern Plan Design: Navigating 2025’s Testing Challenges 1:01:21

1 What’s Driving the Market in 2025? Key Insights on Equities, Interest Rates, and What’s Next 55:01

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