In September, we shared with you how excited we were that our consultant and director of vendor services, Hailey McLaughlin, had been nominated for the 2020 NAPA Top Women Advisors list. Today, we are very proud to share that she was chosen for inclusion on ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
On October 27, the House Ways & Means Committee introduced the Securing a Strong Retirement Act of 2020, a follow up to the ...
Each year, our Technical Services Committee creates a Regulatory Update covering the legislative, regulatory, and litigation ...
One of the most important things a retirement plan service provider is responsible for is securing the Personally Identifiable ...
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We continue down our path of covering the materials you should include in your fiduciary file with the third category, Fiduciary ...
2020 has brought retirement plans non-stop changes from Washington, D.C. Right before the beginning of the year, the SECURE Act ...
Many Board of Directors establish a Retirement Plan Committee to whom they formally delegate oversight of their organization’s ...
We recently posted an update on the Department of Labor’s (DOL) new safe harbor for electronic plan disclosures. This update ...
In the first blog of our series on what you should include in your fiduciary file, we discussed the legal plan documents you ...
We recently posted a blog covering what you should include in your investment policy statement (IPS). In this follow up blog, we ...