
Sign up to save your podcasts
Or
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:
https://ferenczylaw.com/read-what-we-write-2/
4.7
7777 ratings
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:
https://ferenczylaw.com/read-what-we-write-2/
3,105 Listeners
1,755 Listeners
30,879 Listeners
32,146 Listeners
192 Listeners
1,918 Listeners
618 Listeners
16,084 Listeners
3,512 Listeners
30,220 Listeners
275 Listeners
2,038 Listeners
1,532 Listeners
23 Listeners
963 Listeners