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Research – Compliance

Summary Annual Reports – Outdated and Redundant?

summary annual reports

Summary Annual Reports – Outdated and Redundant? Friday, September 30 is the deadline to send the summary annual report for defined contribution (DC) plans. However, some employers are questioning its ...

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Avoid Costly Penalties for Late Form 5500 Filing

Avoid costly penalties for late form 5500 filing. In addition to the many other local, state, and federal filings, businesses with benefits plans may be required to file an ...

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Six Smart Ways To Limit Sponsor Liability

Being a plan sponsor comes with plenty of responsibility, but there are several ways you can protect yourself driving many to attend our TPSU programs. Simple tasks like keeping ...

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Ultimate Effect of DOL Fiduciary Rule Years to Come

When the DOL fee disclosure rules 408b2 and 404a5 went into effect in the summer of 2012, many experts predicted an industry upheaval resulting in an onslaught of calls ...

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