In the waning moments of 2019 in the “before times,” the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed, which created safe harbors for plan sponsors who wished to create guaranteed retirement income solutions within their ...
I work on defined contribution plans all day, every day, and I witness firsthand their ability to build wealth for American ...
Spring is in the air, and for those of us here at Multnomah Group, that means we are in the middle of our annual recordkeeping ...
The Internal Revenue Service maintains the Employee Plans Compliance Resolution System (EPCRS) to provide plan sponsors with the ...
A Pooled Employer Plan (PEP) is a new type of retirement plan that was created by the Setting Every Community Up for Retirement ...
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Retirement plan sponsors and fiduciaries should understand the insurance products that are available to protect the plan and its ...
The past decade has seen explosive growth in passive, index investments. This growth has been for good reasons; these funds ...
Fiduciaries are required by ERISA to monitor service providers to the plan. That includes monitoring for any conflicts of ...
Of the three most common Qualified Default Investment Alternative (QDIA) solutions, (1) balanced fund, (2) target date funds, and ...
The Department of Labor’s Employee Benefits Security Administration (EBSA) has released new guidance for locating missing ...
As we covered in Part 1 and Part 2 of this series, recordkeeping and administration of retirement plans is multifaceted, and the ...