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February 3, 2023

Finding Your Comfort Zone – Embrace the 6 Key Responsibilities You Have as a Retirement Plan Fiduciary

Are you new to your role as a plan sponsor and still getting familiar with the job of managing your...
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January 26, 2023


APRIL If a plan audit is required in connection with the Form 5500, make arrangements with an independent accountant/auditor for...
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January 19, 2023

Reaching Retirement Readiness – Study Reveals Plan Participants Are on a Positive Trajectory, Aided by Auto Features

Being able to replace working income with income generated from retirement savings is the essential definition of retirement readiness. The...
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January 12, 2023

Tackling the Trend – Dealing With Inflation’s Negative Effect on Employee Retirement Planning

An August 2022 survey from Nationwide Retirement Institute found that 40% of workers age 45 and older plan to delay...
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January 5, 2023

An Employer Guide to SECURE Act 2.0

Sweeping changes for retirement plans were signed into law on December 29, 2022, as part of the Consolidated Appropriations Act....
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January 5, 2023

Plan Sponsors Ask…

Q: Our company is growing rapidly and so is our retirement plan. We are interested in hiring a plan advisor....
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December 20, 2022

DOL’s Final Rule Regarding Investment Duties & ESG Factors

Skip to Summary of Key Changes or Plan Sponsor Takeaways On November 22, the DOL released a final rule, entitled...
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December 16, 2022

Understanding Participant Notice Delivery Requirements

As a plan sponsor, one of your key compliance responsibilities is delivering participant notices. There are eligibility notices when it’s...
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December 9, 2022

How Awareness of Employee Concerns Can Help Drive Objectives in 2023

A recent study indicates that securing financial, physical and emotional health continue to be most important to employees – more...
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November 22, 2022

Plan Sponsors Ask…

Q: We are considering a plan design change regarding loans. Are there any data that supports offering just one loan...
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November 17, 2022

Everybody Wins – Select Plan Design Features Can Help Improve Outcomes for Lower-Income Workers

Depending on the nature of your business and the varied experience, education and expertise required of your workforce, you may...
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November 10, 2022

Quarterly Fiduciary Calendar

JANUARY Send payroll and employee census data to the plan’s recordkeeper for plan-year-end testing (calendar-year plans). Audit fourth quarter payroll...
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November 3, 2022

Eyes on the Prize – Despite Challenges, Americans Remain Focused on Saving for Retirement

In the face of economic uncertainty, market volatility, geopolitical unrest and the ongoing COVID-19 pandemic, plan participants have continued to...
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October 27, 2022

One for the Ages – Survey Spotlights Generational Differences in Retirement Plan Usage and Engagement

Released in July, Bank of America’s 2022 Financial Life Benefits Impact Report examines trends in employee usage and engagement with workplace benefit...
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October 13, 2022

Strength in Numbers – A Committee Can Help You Improve Fiduciary Oversight and Strengthen Your Retirement Plan

These days, almost every plan sponsor could benefit from some team support. It’s a very time-consuming job that comes with...
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September 29, 2022

Triple Play – Three Key Areas to Consider in Your Employee Education Efforts

According to Nationwide Retirement Institute’s 2022 Social Security Consumer Survey, two-thirds (66%) of Americans are more concerned than ever before...
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September 15, 2022

How Inflation is Affecting Potential Costs of Managing Your Plan – EBSA Increased Penalties for ERISA Violations Earlier This Year

While you and your employees are busy dealing with high inflation and managing your daily living expenses, it is also...
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September 8, 2022

Creating a Culture of Financial Wellness – Understanding the Potential Consequences of Employee Financial Stress is the First Step

Given the ongoing challenges related to inflation, it likely comes as no surprise that employees are feeling the pressure of...
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September 1, 2022

Measuring Up – Perspective for Benchmarking Your Plan’s Performance

There are many elements that go into measuring your plan’s performance, and the need for methodologies and tools that measure...
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July 14, 2022

Plan Sponsors Ask…Q3 2022

Q: More and more of our employees are asking about the potential to add cryptocurrency options to our retirement plan...
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