Retirement Plan Compliance An Important Issue Retirement plan compliance is something that’s top of mind for many fiduciaries and plan sponsors, especially this time of year. Now is the ...

401k Fiduciary Lawsuit Highlights Fee Benchmarking 401k Fiduciary Lawsuit concerns are driving behavior and practices among Retirement Plan Committees.  Fiduciary responsibility is something employers should be hyper-vigilant about since ...

401k Plan Auto-Enrollment Does Come with Risks that Need to be Understood 401k plan auto-enrollment is being implemented by many retirement plans as a strategy for nudging employees into ...

Plan Hardship Distribution Rules Change in 2019 by Alison Cohen Plan hardship distribution rules will change effective January 1, 2019 – for the better!  Just when you finally learn ...

Total Compensation Statements Reflect an Employee’s True Compensation by Mike Bourne Total compensation statements may help your employees better understand the quality – and the cost – of the ...

Let Your Retirement Plan Help You Get the Most Out of Your Qualified Business Income Deduction by Ilene Ferenczy The Qualified Business Income Deduction enacted as part of The ...

401k Plan Fees can be an Asset for Your Plan Participants if Properly Managed 401k plan fees are top of mind for every Plan Fiduciary and Retirement Committee Members.  ...

Fiduciary Training Guidelines Help Fiduciaries with IRS and DOL Audit Questions Failing to participate in a strong Fiduciary Training Program surfaces as the # 2 Mistake made by Plan ...

Fee Levelization by: Jeffrey Zielinski, CRPC, CRPS.  It’s Never Really Free, common and more basic methods of paying plan expenses were reviewed, particularly in the event of shedding revenue-sharing ...

Build a Better Benefits Program with Employee Segmentation. Want to offer a better benefits program to help attract, retain and motivate top talent? Consider employee segmentation, which according to Employee ...