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‘Heads Up’ for Fiduciaries

Fiduciary Responsibility

‘Heads Up’ for Fiduciaries

BenefitsPro.com has an excellent article that will be helpful for plan managers and all fiduciaries of retirement plans. With a Read More >>

Q&A for Filing Form 5500

As you prepare to file Form 5500 by the July 31 deadline, here are answers to some of the questions Read More >>

De-Risking Your Plan

De-Risking was on the agenda of the recent ERISA Advisory Council meeting on Employee Welfare and Pension Benefit Plans. Without Read More >>

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

You have two types of records to retain – plan records and employee participation records. Many of the plan records, Read More >>

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

Here’s a scenario: Jane applies for Social Security benefits and remembers that she has a retirement plan benefit payable from Read More >>

4 Things to Know Before You Hire an EBP Auditor

If you have over 100 participants in your employee benefit plan, then an annual audit is mandated. But who you Read More >>

4 Ways to Compare Plan Fees

With a new year under way, plan fiduciaries may be shopping proposals to be sure that employees are getting the Read More >>

The birthday effect on retirement plans

Birthdays sneak up on all of us, but if you’re a plan sponsor, you have to pay attention to all Read More >>

Do your homework: accountability for plan providers

We don’t want to think this will happen. But here’s a recent case in Texas that demonstrates the need to Read More >>

Protect yourself from a ‘prohibited transaction’

Your due date for providing fee disclosures to plan participants was August 30, 2012. However, if you didn’t receive fee Read More >>