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QDIA: Protection for Plan Sponsors

Apr 5, 2013 | 401k Plans, 403b Plans, 457b Plans, automatic enrollment, QDIA (Qualifed Default Investment Alternative)

Automatic enrollment (AE) in company retirement plans can help workers increase their retirement savings, but it presents a challenge: How should the employer invest the dollars of employees who do not affirmatively choose an investment vehicle for their contributions...

QDIA Safe Harbor Upheld in Appeals Court

Aug 17, 2012 | 401k Plans, 403b Plans, QDIA (Qualifed Default Investment Alternative)

As noted in our last blog post, for many years retirement plan sponsors have faced a dilemma: How should they invest contributions from employees who won’t affirmatively choose at least one investment vehicle for their contributions? More to the point: how to do...

Recent Updates

Almost all IRS limits increase for 2025 except for the catch-up contribution. But, if you are at least age 60 and no more than 63 by the end of the calendar year, your catch-up contribution limit is $11,250 instead of $7,500. Get the details here: Download PDF

The Shore Tompkins Blog

  • What Type of Retirement Plan Should My Business Implement? – Part 8
  • What Type of Retirement Plan Should My Business Implement? – Part 7 
  • What Type of Retirement Plan Should My Business Implement? – Part 6
  • What Type of Retirement Plan Should My Business Implement? – Part 5 
  • What Type of Retirement Plan Should My Business Implement? – Part 4

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