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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!