Employee Benefits Update April/May 2020
This issue’s topics include: SECURE Act 101 New law changes plan policies, creates design options Defined contribution plan sponsors have [...]
Employee Benefits Update February/March 2020
This issue's topics include: IRS clarifies meaning of plan “contribution” for tax deduction purposes When is an employer contribution to [...]
The Secure Act: What Plan Sponsors Need to Know
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) became law in December 2019 and makes a number [...]
Employee Benefits Update Year End 2019
This issue's topics include: RMDs and “lost” participants Steps to comply with your fiduciary duty Losing contact with former participants [...]
Employee Benefits Update October/November 2019
This issue's topics include: Will a merger or acquisition upend your 401(k) plan? Beware of ERISA entanglements and higher costs [...]
Employee Benefits Update August/September 2019
This issue's topics include: Is it time to give a fresh look at “alts” in retirement plans? Are many plan [...]
Employee Benefits Update June/July 2019
This issue's topics include: Help retirees plan their retirement spending, survey says Long after defined benefit (DB) plans became scarce [...]
Employee Benefits Update April/May 2019
This issue's topics include: Proposed IRS regs liberalize rules for hardship withdrawals How hard should a hardship be to justify [...]
Employee Benefits Update February/March 2019
This issue's topics include: Failing to enroll eligible employees in your plan What to watch out for and how to [...]
What are you forgetting?
Reviewing commonly overlooked fiduciary duties Although retirement plan fiduciaries take their jobs seriously, it can be hard to cover all [...]