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LIBRARY

Library

Welcome to the INTAC Library. Get the latest news, industry information and insight here.

Consultant's Corner

Helpful information from our plan consultant team

Hot Topics

INTAC brings you the current hot topics in the world of qualified plans by reviewing brief and pertinent articles, FAQs and other information.

INTAC Blog

Insight and direction on retirement plan features.

Just The Facts

No commentary, just good explanations of important retirement plan terms and options.

Newsletters

Our bi-monthly publication of news and articles to help you keep up to date.

Reference Materials

INTAC presents these helpful links to information about the features and benefits of retirement plans. We encourage you to speak with one of our knowledgeable staff members to answer any questions you may have.

Videos

INTAC is pleased to provide these videos as a way of introducing our clients to relevant industry topics.

 

MyRA plans – the Good, the Bad and the…”oh my”!

It’s the talk of the town (actually, the nation) ever since President Obama’s recent State of the Union address. Obama introduced the myRA plan, short for “my retirement account, as a vehicle to encourages workers, within a certain income bracket, to save for retirement. Many are weighing in on this topic – below is an article we found that discusses the good, the bad and the…well you know.


Boomerang Employees: Rehires and Retirement Plans

A boomerang employee (as we will use that name in this article) is, quite simply, one who leaves and then comes back to work…a rehire. As is so often the case, the retirement plan rules related to rehires are quite different than those that apply to other areas of employment and benefits. Whether rehiring a former employee is a rare occurrence or part of your regular course of business, it is important to understand how these rules work.

5 Reasons for Employers to Re-Enroll their 401(k) Participants

We found this timely article on the Employee Benefit News website (ebn.com) regarding determining whether it makes sense for plan sponsors to re-enroll all of their participants into their Qualified Default Investment Alternative funds. The article link below provides five reasons why a number of employers re-enroll all participants into their QDIA default funds (typically target-date funds) each year:

2014 Annual Plan Deadlines are Here

Here is a helpful resource, provided by ING, for employers to monitor compliance over the plan and calendar year. This comprehensive chart details the key annual events which must occur within a specific deadline. Feel free to print it out and refer to it throughout the year!

The Latest Employer Initiative for 2014 – Turn a Pre-tax 401(k) into a Roth 401(k)

Here’s a very timely and interesting article from Forbes regarding the opportunity to turn your pre-tax 401(k) into a Roth 401(k) by means of an in-plan Roth conversion. Happy reading!