How and When to Use Retirement Plan Forfeiture Balances

Overview of 401(k), 403(b), and Profit Sharing Plan Forfeitures For many retirement plans, January 1st is the start of a new plan year and a great time to review the plan, including the balance in the forfeiture account. A large or growing forfeiture balance at year-end may indicate that forfeitures have not been properly applied—a … Continue reading How and When to Use Retirement Plan Forfeiture Balances