Debi
- Total activity 136
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 75
Activity overview
Latest activity by Debi-
Debi created an article,
Meet Rosie!
May we introduce Ms. Rosie! Rosie is a loving member of Debi's family, our Director of Operations! Age: Roughly 4 years. Fun fact, when she was being adopted Debi was told that she was 8, but whe...
-
Debi created an article,
Halloween 2023!
A few of the team members in our Boulder Office show off their Halloween style! Our Fantastic Team From Left to Right: Brendan: A Ceiling Fan! Renee: Mad Hatter Embry: Jack Skeleton Wendy: Taco T...
-
Debi created an article,
Meet Lucy!
May we introduce Ms. Lucy! Ms. Lucy is a loving member of Rebekah's family, who is part of our participant services team! Name: Lucy (Lulu) McClearen Age: I year Born: June 8th, 2022 Adopted: Augu...
-
Debi created an article,
True-Up Matching Contributions
What are they and why do we have to true-up? True-up contributions may be required when the Plan document specifies that the match is to be determined on an annualized basis, but the match had been...
-
Debi created an article,
What are Catch-Up contributions and when am I able to make them?
For individuals aged 50 and above, catch-up contributions offer a unique opportunity to save additional money for their retirement on a tax-advantaged basis. The increase is designed for the saver ...
-
Debi created an article,
What is Form 8955-SSA and what is its purpose?
The Form 8955-SSA is used to satisfy the reporting requirements of Internal Revenue Code Section 6057(a). The “SSA” stands for Social Security Administration, and the purpose of the form is to reu...
-
Debi created an article,
My Plan is Top-heavy, now what?
The Top-heavy determination compares the account balances of Key Employees to those of Non-Key Employees. If the sum of all Key Employee balances exceeds 60% of the total balances in the entire pla...
-
Debi created an article,
Under the SECURE Act, Who Will Be Classified as a Long-term Part-time Employee (LTPT)?
Under the SECURE Act, the term long-term part-time employee or LTPT is any employee who, in each of the last three consecutive years (long-term), worked at least 500 but less than 999 hours (part-t...
-
Debi created an article,
What is a Mutual Fund?
A mutual fund is a type of investment vehicle that pools money from multiple investors and uses that money to purchase a diversified portfolio of stocks or bonds. These funds are managed by profess...
-
Debi created an article,
Bingo, anyone?
What better way to get excited about saving for your future than playing a round of 401(k) Bingo with your coworkers? Click here!