March 3, 2021 Coronavirus, Continuity, ERISA, Stimulus Package COVID relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. Read More
March 3, 2021 Fiduciary Errors, Avoid These Common Mistakes Most fiduciary errors are unintentional or even well meaning. Be wary of these common mistakes by taking a look at … Read More
March 3, 2021 Private Equity Investments in Defined Contribution (DC) Plans The Department of Labor recently released an “information letter” regarding the potential inclusion of private equity investments in DC plans. Read More
February 22, 2021 2021 Individual Taxes: Answers To Your Questions About Limits Many people are more concerned about their 2020 tax bills right now than they are about their 2021 tax situations. … Read More
November 20, 2020 Annual Plan Audit: An Auditor’s Perspective Does your plan require an annual audit? If your eligible participant count (including terminated employees who maintain an account balance) … Read More
October 9, 2020 Plan Documents… Save or Purge? Many ERISA plan sponsors are unclear regarding a primary fiduciary responsibility concerning plan document retention (which and when documents may … Read More
October 9, 2020 Defined Contribution Recordkeeper Consolidation Continues Empower recently announced an agreement to acquire Mass Mutual’s retirement plan recordkeeping business. The acquisition is expected to capitalize on … Read More
September 14, 2020 Are You Hearing About Financial Wellness? Employers have heard a lot about financial wellness. However, employers don’t always recognize the connection between financial wellness and improved … Read More
September 11, 2020 Have You Ever Considered Offering a Phased Retirement Program? Phased retirement includes a range of flexible retirement approaches that would allow employees approaching normal retirement age the option to … Read More
September 10, 2020 Good News 401(k) Its “Reference Point Report is an annual client data benchmarking report so plan sponsors can review trends and benchmark their … Read More
August 21, 2020 What Happens If An Individual Can’t Pay Taxes While you probably don’t have any problems paying your tax bills, you may wonder: What happens in the event you … Read More
August 4, 2020 Allowable Plan Expenses: Can the Plan Pay? The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets … Read More
