'Heads Up' for Fiduciaries

BenefitsPro.com has an excellent article that will be helpful…

Q&A for Filing Form 5500

As you prepare to file Form 5500 by the July 31 deadline, here…

De-Risking Your Plan

De-Risking was on the agenda of the recent ERISA Advisory Council…

What to include in a Record Retention Policy – Part 2 of 2

You have two types of records to retain – plan records and…

Why Retirement Plans Need Record Retention Policies - Part 1 of 2

Here’s a scenario: Jane applies for Social Security benefits…

4 Things to Know Before You Hire an EBP Auditor

If you have over 100 participants in your employee benefit plan,…

4 Ways to Compare Plan Fees

With a new year under way, plan fiduciaries may be shopping proposals…

The birthday effect on retirement plans

Birthdays sneak up on all of us, but if you’re a plan sponsor,…

Do your homework: accountability for plan providers

We don’t want to think this will happen. But here’s a recent…

Protect yourself from a 'prohibited transaction'

Your due date for providing fee disclosures to plan participants…