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
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
