School of Employer Plans

The School of Employer Plans, presented by Meld University, conducts classes and publishes articles to help you in providing retirement benefits and financial wellness training to your employees.

A December calendar with the face of a clock overlaid
Important Year-End Dates for Employer Plan Sponsors in 2025

School of Employer Plans

Corporate retirement plan sponsors must complete these tasks in the fourth quarter to ensure their plan remains compliant.

A retirement plan administrator working on a laptop with holograms of icons representing employee benefits
Key SECURE Act 2.0 Changes Employers Must Implement by 2026

School of Employer Plans

Sponsors of employer retirement plans must implement these key changes in 2025 and 2026 to comply with the SECURE Act 2.0.

An employer plan sponsor and an electronic list of tasks
Employer Sponsored Plan Checklist 2025

School of Employer Plans

Sponsors of employer retirement plans must meet these deadlines to keep their plan compliant and preserve its tax-qualified status.

A missing retirement plan participant represented by a chain of paper people missing a link.
How Employers Can Use the PBGC’s Missing Participant Program

School of Employer Plans

The PBGC’s Missing Participant Program allows employers to ensure previous employees receive their retirement benefits.

Increasing contribution limits to 401k written on a note pad that is laying on an American flag.
401(k) Contribution Limits in 2024

School of Employer Plans

The IRS recently announced increases in the amount you and your employer can contribute to your 401(k) or similar plan in 2024.

401k written on a sheet of paper on a clipboard.
How the Secure Act 2.0 Impacts Plan Sponsors

School of Employer Plans

The Secure Act 2.0 included key changes for both defined benefit and defined contribution employer sponsored retirement plans.

A group of employees at a business are sitting in front of a blackboard with retirement plan information.
What Type of Business Retirement Plan to Offer

School of Employer Plans

Choose a business retirement plan that maximizes savings potential and minimizes time and money spent maintaining the plan.

A file folder with the label ‘401k’.
Max Contribution Limit for 401k Increased for 2022

School of Employer Plans

Contribution limits for 401(k)s and other employer sponsored retirement plans will increase in 2022.

Papers with the following text: ERISA – The Employee Retirement Income Security Act
New DOL E-Disclosure Rule Aimed at those not “Wired at Work”

School of Employer Plans

A new e-disclosure safe harbor was published by the DOL in May. Retirement plans now assume e-disclosure distribution for all participants.