Late Deferral Deposits: A DOL Hot Spot

Late Deferral Deposits

Late Deferral Deposits:  A DOL Hot Spot by Ilene Ferenczy Situation:  Jonathan, the head of his employer’s Retirement Plan Committee, makes sure that the salary deferrals removed from the ...

Read More »

Investment Committee: What Needs to be Pondered

Plan Participants

Investment Committee: What Needs to be Pondered. Plan Sponsors are charged with the responsibility to oversee investments in any tax-qualified Retirement Plan, including participant-driven 401k Plans When tasked with ...

Read More »

6 Common Retirement Plan Committee Pitfalls

Retirement Plan Committee Pitfalls

6 Common Retirement Plan Committee Pitfalls. Retirement plan committees are created with the best of intentions. Unfortunately, however, to paraphrase the inimitable Shakespeare, like true love, ne’er does their course ...

Read More »

Your Future Benefit Obligation May Surprise You

Future Benefit Obligation

Navigating the fiduciary requirements and expectations associated with overseeing a tax qualified retirement plan is no easy task.   Since many employees are thrust into their newly appointed fiduciary role ...

Read More »

Investment Committee + IPS = Best Practices

Investment Committee

At a TPSU program held at the University of Southern New Hampshire conducted by Adjunct Lecturer David Clayman from Twelve Point Wealth Management, the Chief HR Officer (CHRO) at ...

Read More »

Participants on a DC Plan Committee – Good Idea?

  Though most companies that sponsor a defined contribution (DC) plan like a 401k agree that they should have a Committee to run their plan, there is a lot ...

Read More »