The Department of Labor (DOL) recently provided its first guidance for plan sponsors related to cybersecurity for retirement plans. Cybersecurity of plan and participant data is a critical topic for retirement plan management. Significant amounts of financial ...
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” ...
Sign-up to receive our blog posts straight to your inbox.
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 ...
If a meeting takes place and there are no minutes or formal record, did the meeting really occur? The meeting attendees could of ...
Plan sponsors frequently ask which of their retirement plan’s expenses can be paid with assets of their plan. Under ERISA, ...
Fiduciaries are required by ERISA to monitor service providers to the plan. That includes monitoring for any conflicts of ...
The Department of Labor’s Employee Benefits Security Administration (EBSA) has released new guidance for locating missing ...