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Jacquelyn Burke

Recent Posts

401(K) Loans: A Complete Guide For Employers About This Plan Feature

by Jacquelyn Burke - August 3 2023

For many employees, knowing they can tap into their retirement savings in the event of an emergency by taking 401(k) loans can give them peace of mind...

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Timely Elective Deferral Contributions - A Guide To Getting It Right

by Jacquelyn Burke - June 8 2023

Since you offer a 401(k) to your employees, you know there are a lot of steps involved with plan compliance to get it right. And one of the biggest th...

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What is Form 5500 for 401(k) plans? Learning Your Filing Requirements

by Jacquelyn Burke - May 2 2023

If you sponsor a retirement plan at your company, there are a lot of requirements under ERISA that you’ll need to meet to ensure compliance. One of th...

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A 401(k) Audit Guide for Business Owners: What, When, & Why

by Jacquelyn Burke - July 26 2022

If you’re planning to offer your employees a 401(k) as an added benefit, then you probably already know these plans are highly regulated and require a...

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