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

School of Employer Plans

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

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 man’s hand selecting a check box, representing marking off a completed task.
Employer Sponsored Plan Checklist 2023

School of Employer Plans

Download our 2023 Employer Sponsored Plan Checklist to ensure your company meets all its obligations and doesn’t miss a deadline.

Employer Sponsored Retirement Plan written on a chalk board.
Important Year-End Dates for Employer Sponsored Plans

School of Employer Plans

In December, there are several important tasks employers with company sponsored retirement plans must remember to complete.

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.