As Erik Daley wrote last month in a blog post, we have three committees that drive our consulting activities. These committees are Vendor Services, Technical Services, and Investments. I thought it might be helpful for our clients to peek under the tent to ...
The Internal Revenue Service (IRS) established the Employee Plans Compliance Resolution System (EPCRS) to provide retirement plan ...
On Nov. 7, 2019, the Securities and Exchange Commission’s (SEC) Office of Compliance Inspections and Examinations (OCIE) issued a ...
Higher education institutions are vibrant workplaces where administrators, faculty, and staff all move toward a common purpose of ...
Recently, the IRS proposed new regulations that would change the calculations used for required minimum distributions (RMDs) for ...
Sign-up to receive our blog posts straight to your inbox.
On Aug. 31, 2018, President Trump issued an Executive Order (EO) that focused on key initiatives to improve the retirement ...
The Internal Revenue Service (IRS) has announced the cost‑of‑living adjustments affecting pension plans and other ...
Earlier this month, the Securities and Exchange Commission (SEC) launched an investigation into the sales and compensation ...
While the cases against 401(k)s and 403(b)s continue to make their way through the courts, these cases continue to see new legal ...
Every client we work with has established committees that are responsible for providing oversight, governance, and ultimately ...
The Department of Labor (DOL) has announced the release of a new proposed rule for safe harbor for electronic delivery of ...