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  • 401k day

Make Today Your 401(k) Day

By Michael Giess|2021-01-06T19:36:51-05:00December 17th, 2020|Employee Benefit Plans|

The Plan Sponsor Council of America wants you to celebrate 401(k) Day! This annual campaign urges plan sponsors to [...]

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Employee Benefits Compliance Alert – Year End

By Michael Giess|2020-12-08T12:12:47-05:00December 3rd, 2020|Employee Benefit Plans|

Upcoming compliance deadlines: 12/1     Deadline for 401(k) and (m) safe harbor notices, annual qualified default investment alternative (QDIA) notice, [...]

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  • tracking part-timers' hours

Are you ready to track part-timers’ hours?

By Michael Giess|2020-12-08T12:23:09-05:00November 26th, 2020|Employee Benefit Plans|

Are you ready to track part-timers’ hours? Retirement plan years beginning in 2021 have a new recordkeeping requirement, thanks to [...]

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  • supreme court distinguishes between plan types

Divided Supreme Court distinguishes between plan types

By Michael Giess|2020-12-10T12:30:58-05:00November 19th, 2020|Employee Benefit Plans|

Divided Supreme Court distinguishes between plan types In the recent class action case of Thole v. U.S. Bank N.A., participants [...]

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  • pooled employer plans

Coming soon: Pooled employer plans

By Michael Giess|2020-12-10T12:28:02-05:00November 12th, 2020|Employee Benefit Plans|

A look at how small employers can benefit Employers and retirement plan services providers have had a year to mull [...]

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  • lifetime income

Department of Labor lays out rules for lifetime income illustrations

By Michael Giess|2020-12-10T12:26:28-05:00November 5th, 2020|Employee Benefit Plans|

Employees can more easily assess their retirement readiness when they know how much their current savings will translate to in [...]

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  • committee meeting

Should you establish a retirement plan governance committee?

By Michael Giess|2020-11-17T10:33:36-05:00October 29th, 2020|Employee Benefit Plans|

Retirement plan governance is the system through which key decisions are made about strategy and operations — including plan design, [...]

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  • investment data

Understanding private equity investments in defined-contribution plans

By Michael Giess|2020-11-17T10:36:49-05:00October 22nd, 2020|Employee Benefit Plans|

A recent “information letter” from the Department of Labor (DOL) is likely to open the doors to private equity investments [...]

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  • Employee Benefits Compliance Alert, calendar on a table

Employee Benefits Compliance Alert: October/November 2020

By Michael Giess|2020-10-07T10:44:26-04:00October 1st, 2020|Employee Benefit Plans|

Upcoming compliance deadlines: 10/1     First day to distribute qualified default investment alternative (QDIA), safe harbor and automatic contribution arrangement annual [...]

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  • electronic plan document disclosure abstract email computer

New electronic plan document disclosure rules in effect

By Michael Giess|2020-10-07T10:55:33-04:00September 24th, 2020|Employee Benefit Plans|

New electronic plan document disclosure rules in effect Long-awaited updated Department of Labor (DOL) regulations governing electronic delivery of plan [...]

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