Retirement Plan News

Beware the Siren’s Song: The Prohibited Transaction Trap

Prohibited Transactions by business service providers claiming to help, could sink the business you have worked so hard to make...
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Retirement Plan News

Risky Business: Why Plan Governance Matters

Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans. In...
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Retirement Plan News

Hacked! Is Your Retirement Plan at Risk for a Cyber Attack?

Cyber-crime is on the rise worldwide. As a result, growing numbers of organizations are taking critical steps to protect their...
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Retirement Plan News

Plan Sponsor Guide: Understanding 401(k) Loans

Understanding 401(k) Loans The recent enactment of the Tax Cuts and Jobs Act of 2017 (TCJA) makes changes to 401(k)...
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Retirement Plan News

The DOL Fiduciary Rule is dead, but you’re still a fiduciary

The DOL Rule is Dead - On June 21, 2018 the 5th Circuit Court of Appeals vacated the requirements of the...
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Health Savings Accounts (HSA)

Health Savings Accounts: Features Your Employees May Thank You For

For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected...
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Retirement Plan News

The Financial Marathon

A Marathon for Everyone Recently, I went to cheer on a friend running in her first marathon. The excitement of...
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Retirement Plan News

A Guide for Employers Dealing with Missing Participants

Locating missing plan participants  can be a headache for any employer, but simply ignoring them is not an effective solution. Regulatory...
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Retirement Plan News

The Dreaded 401(k) Refund: Corrective Distributions

401K REFUNDS: NOT AS GOOD AS THEY SOUND With tax season fresh on our minds, many hear the word refund...
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Retirement Plan News

Should we have a retirement plan committee?

If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is a strong...
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