February 24, 2020 Tips for Preventing Uncashed Retirement Checks Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when … Read More
February 24, 2020 Considering a Traditional Safe Harbor Retirement Plan? It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan. … Read More
February 13, 2020 Use Plan Analytics To Evaluate Your Retirement Plan Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract and retain top … Read More
February 11, 2020 Too Many Choices: How Many Investment Options Should You Offer? Many plan providers struggle with deciding how many investment options to offer in their retirement plans. While people generally like … Read More
February 7, 2020 The SECURE Act Changes The Rules For Employers On Retirement Plans The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first significant retirement-related legislation in more than a … Read More
February 7, 2020 Retirement Plan Improvement By Having Employees Join Many organizations face the problem of increasing employee participation in their retirement plans. Participation is crucial to the success of … Read More
February 6, 2020 Why CFOs Should Consider A Plan Administrator Many companies are outsourcing more and more activities, like plan administration, because outsourcing can provide cost savings and increase productivity. … Read More
February 6, 2020 Financial Wellness and Productivity: How are your Employees Affected? Employees worried about their personal finances are less productive, more distracted and are easier targets for poachers. While none of … Read More
January 28, 2020 Employee Benefit Plans: Do You Need A Form 5500 Audit? Some benefit plans are required to include an opinion from an independent qualified public accountant (IQPA) when filing Form 5500 each … Read More
December 20, 2019 Top Ten Fiduciary Responsibilities A plan fiduciary plays an important role in the organization’s financial health. Not only do they oversee the fiduciary process, … Read More
December 20, 2019 The More You Know: Automatic Enrollment Notices Many retirement plans today provide automatic enrollment for employees, meaning the plan sponsor initiates enrollment into the retirement plan on … Read More
November 4, 2019 Beat Healthcare Costs with a Financial Wellness Program If your business doesn’t invest in financial wellness for your team, you may find it difficult to attract and retain … Read More
