July 29, 2020 What Constitutes Proper Documentation of Retirement Plan Committee Meetings? With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a … Read More
July 27, 2020 Are Your Participants Experiencing a Fee Imbalance? Subsequent to the 2012 implementation of ERISA fee reporting regulations (ERISA 408(b)(2) & 404(a)(5)), the Department of Labor (DOL) began … Read More
June 23, 2020 How and When to Pay Plan Expenses with Plan Assets Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and … Read More
June 23, 2020 Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500 The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to … Read More
June 23, 2020 Is it Time For a Plan Refresh? The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility … Read More
April 28, 2020 Complying With ERISA 404(c) According to ERISA, plans intending to comply with 404(c) must ensurethat participants: Have the opportunity to choose from a broad … Read More
April 28, 2020 Should your Company Implement a Student Loan Assistance Program? The simple answer is yes! By doing so, you’ll attract, retain and engage top college-educated talent at your company. Twenty-six … Read More
April 2, 2020 The A to Z of QOZs: The Facts about Qualified Opportunity Zone Investments Qualified Opportunity Zones (QOZs) are communities that Congress designated as economically distressed as part of the Tax Cuts and Jobs … Read More
March 31, 2020 Addressing Employee Education Strategically An educated employee is an empowered employee, especially when it comes to retirement savings and financial wellness. To help employees … Read More
March 28, 2020 President Trump Signs Into Law the CARES Act On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act, which provides … Read More
March 20, 2020 The Families First Coronavirus Response Act President Trump has signed into law the Families First Coronavirus Response Act. Among other things, the new law temporarily requires … Read More
March 16, 2020 House Passes Families First Cornovirus Response Act Financial and tax-related relief for individuals and businesses from the effects of coronavirus (COVID-19) come in the form of a … Read More
