Another university ERISA lawsuit settles with monetary and non-monetary penalties. Columbia University agreed to a $13 million settlement along with several non-monetary terms. The non-monetary terms are of interest as they suggest best practices that should ...
The Internal Revenue Service maintains the Employee Plans Compliance Resolution System (EPCRS) to provide plan sponsors with the ...
As an institutional retirement plan consultant, I spend an enormous amount of time educating myself and staying current on ...
A Pooled Employer Plan (PEP) is a new type of retirement plan that was created by the Setting Every Community Up for Retirement ...
The Department of Labor (DOL) recently provided its first guidance for plan sponsors related to cybersecurity for retirement ...
Sign-up to receive our blog posts straight to your inbox.
How do your employees enroll in your retirement plan? How do they make investment changes or allocations? If you offer tools to ...
The U.S. Government Accountability Office (GAO) issued a report[1] on cybersecurity risks facing defined contribution retirement ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
The Department of Labor (DOL) has stated it will not enforce two final rules, “Financial Factors in Selecting Plan Investments” ...
Are you a Board Member of an organization that sponsors a retirement plan? If so, are you aware of your fiduciary ...
Your retirement plan audit has been completed, now what? You may think the completion of the audit ends the work to be done, but ...