Tag: defined contribution plans

What Is a True-Up Match?

Though not a required contribution, defined contribution (DC) plan sponsors may want to offer a true-up match to help participants maximize their savings for the year.

(b)lines Ask the Experts – Questions to Skip on Form 5500

“As we are preparing to finalize our 2016 Form 5500s in time for the extended deadline, a colleague of mine has stated that there are some questions on the form that it would appear that we should answer, but that the Internal Revenue Service (IRS) has actually suggested we skip. That sounds bizarre to me; is that possible?”