In our second blog in this series, we will dive deeper into the litigation surrounding managed accounts. When advisors and consultants work outside their ordinary functions, downside risks arise. Such risks can undermine long-term participant success and ...
This blog is the first in a series of three exploring advisor independence in managed account services and the role of a ...
SECURE 2.0 reduces the eligibility requirement from three years to two years and retains the 500 hours of service threshold. ...
SECURE 2.0 includes an optional provision allowing an employer to make matching contributions based on a participant's student ...
SECURE 2.0 provides two optional opportunities for plan sponsors to provide participants access to funds for emergencies that ...
Sign-up to receive our blog posts straight to your inbox.
In the retirement plan industry, conducting regular audits is essential to ensuring compliance and optimizing plan performance. ...
As we continue growing our 100% employee-ownership structure, we are pleased to share that Hailey Fields and David Williams are ...
On February 23, 2023, the Employee Benefits Security Administration (EBSA) announced changes to the Form 5500 Annual Return and ...
We are pleased to share we have been included on the National Association of Plan Advisors’ (NAPA) Top DC Plan Advisor Teams list ...
I am honored to have been invited to participate in a panel discussion at the NAPA 401(k) Summit next month. Since the pandemic, ...
How can plan sponsors mitigate risk against possible fee litigation? During this short video, Breion Rollins discusses the ...