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November 15, 2021 Retirement Plan Corrections Options Available Through EPCRS Earlier this year, the Internal Revenue Service (IRS) issued Revenue Procedure 2021-30, which provides …
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What Plan Sponsors Need to Know About Upcoming Changes to ERISA Plan Audits
October 18, 2021 What Plan Sponsors Need to Know About Upcoming Changes to ... Employee benefit plan sponsors and their auditing firms need to begin preparing for the adoption of …
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SECURE Act Guidance for Safe Harbor Retirement Plans
September 22, 2021 SECURE Act Guidance for Safe Harbor Retirement Plans Employers now have more flexibility in adding or amending safe harbor 401(k) or 403(b) plans, thanks to …
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Tracking The Trends: Retirement Plan Benefits
September 22, 2021 Tracking The Trends: Retirement Plan Benefits Within the past couple of years, there has been a flurry of laws and regulations enacted to address the …
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July 7, 2021 Navigating The Complexities of Nonqualified Deferred ... Written by Beth Garner and Alex Lifson Employers are continuously looking for ways to enhance their …
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DOL Issues Cybersecurity Guidance for Retirement Plans
July 7, 2021 DOL Issues Cybersecurity Guidance for Retirement Plans On April 14, the Department of Labor (DOL) outlined a range of practices for combatting the growing …
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Preparing for Mandatory Lifetime Income Disclosures for ERISA Defined Contribution Plans
May 26, 2021 Preparing for Mandatory Lifetime Income Disclosures for ... As part of the overall movement toward financial wellness, Congress and the Department of Labor (DOL) …
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Steps to Consider to Locate Missing or Nonresponsive Retirement Plan Participants
May 26, 2021 Steps to Consider to Locate Missing or Nonresponsive ... When workers change jobs and relocate, plan sponsors face several challenges, including locating former …
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Strengthening Women’s Financial Wellness in the Wake of the Pandemic
April 6, 2021 Strengthening Women’s Financial Wellness in the Wake of the ... While nearly everyone has been affected by the COVID-19 pandemic, the economic impact has been …
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March 29, 2021 What Plan Sponsors Need To Know About Retirement Plan Relief The Consolidated Appropriations Act, 2021 (CAA), which was enacted on December 27, 2020, is mostly known …
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