Posts

No rush! More time for 401(k) and 403(b) disclosures

Last year, plan sponsors had to provide annual investment disclosures…

'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…

5 401(k) Details That Can Kick You Out of Compliance

As an auditor, it’s my job to look at every aspect of a 401(k)…

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

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

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…