What’s In the Congressional Pipeline?
A review of the multiple proposals Congress is currently considering that have the potential to dramatically reshape the retirement plan marketplace….
Search Results
We have found 44 results matching your search query.On Beyond Fiduciary: Effective Plan Governance
…and service agreements. Plan officials are faced with analyzing and interpreting numerous documents from multiple entities. By creating a governance process, plan officials can help ensure plan operations are consistent and adhere to fiduciary standards. *Disclaimer: This recording is not eligible for Continuing Education Credits….
On Beyond Fiduciary: Effective Plan Governance
Plan rules and procedures are contained in a series of governing plan documents and service agreements. Plan officials are faced with analyzing and interpreting numerous documents from multiple entities. By creating a governance process, plan officials can help ensure plan operations are consistent and adhere…
DB Plans are Alive and Well
…consultants and a key tool to have in your arsenal. With a Defined Contribution plan, it’s the employees who make many of the contributions and take on the investment risk. Their retirement benefit is their accumulated balance. With a Defined Benefit plan, the employer makes…
Plan Sponsors’ Five Deadly Sins
…employer matching contributions to eligible employees when an employer miscalculates an employee’s compensation. The IRS urges plan sponsors to contact their plan administrator to ensure they have “adequate and sufficient” records about employment and payroll because, in many cases, the problem is caused by failing…
Key Takeaways from SECURE Act 2.0
…matching and other employer contributions as Roth amounts Effective immediately, this feature permits participants to treat matching and other employer contributions as Roth contributions. This provision will be popular among higher-income participants with large balances in qualified arrangements pursuing a Roth strategy. Clearly, this provision…
3(16) Fiduciary Services and Why You Should Care
…responsible for overseeing the performance of service providers to the plan. So, not only do many employers not realize that they are a fiduciary to the plan, many don’t have the knowledge or experience to properly perform in this capacity. That’s why some expert TPAs…
The American Rescue Plan (ARP) Act of 2021
…is the federal government’s latest economic stimulus package and the first under President Biden. Key Items Defined Benefit Single Employer Plan Funding Relief Defined Benefit Multiemployer Plan Funding Relief Impacts to Defined Contribution Plans Update on The Securing a Strong Retirement Act of 2020 (SSRA)…
Use Benchmarking to Your Advantage
…easily quantified than things like expertise and quality and the care of consulting that we deliver together. When cost is the primary driver, benchmarking is a pretty straightforward quantitative analysis. When you’re prospecting it’s an offensive strategy as you invite employers to look at potential…
Plan Audits
…any former employee who still has assets in the plan. In order to be considered an eligible participant, an individual does not have to contribute or receive employer contributions or otherwise have any activity in the plan in order to be included in the beginning…
Financial Wellness
…to help. Talk to us about how we can create effective programs to talk with employers and communicate more effectively about what these mean and how to take advantage of them. It’s a way to clearly separate yourself from your competition while establishing a key…
Make The Shift to Automatic
As an employer, implementing Auto-Enrollment features can help to shift employees in the direction of retirement savings while still allowing the freedom to make their own choices. Join us as we discuss what you need to know to implement or improve upon auto-enrollment features, including:…