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May 7, 2020

Annotated guidance on IRS Q&A regarding coronavirus related relief for plans and IRAs

On May 4, 2020, the Internal Revenue Service (“IRS”) issued the following Questions and Answers in advance of formal published...
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May 1, 2020

CARES Act Update on EBSA Disaster Relief Notice 2020-01

On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a division of the Department of Labor (“DOL”), issued Disaster...
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March 31, 2020

The CARES Act and Your Organization’s Retirement Plan – Q+A

Last Updated: April 8, 2020 On March 27, 2020, the U.S. House of Representatives passed the Coronavirus Aid, Relief, and...
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March 27, 2020

Legislative Bulletin: The CARES Act and the Federal COVID-19 Relief Package

Download in PDF Congress has reached an agreement on Phase 3 of the COVID-19 relief package - a $2 trillion...
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March 25, 2020

Safe Harbor 401(k) Q+A

Is it possible to reduce or suspend safe harbor contributions mid-year? Yes. Employers can reduce or suspend either safe harbor...
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January 30, 2020

Retirement Savings and Plans Don’t Always Align

Nearly half (48%) of retirement plan participants are either “confident” or “very confident” about achieving a secure retirement by the...
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January 24, 2020

Quarterly Fiduciary Focus – Q4 2019 Recap

By: Marek Pfeil, CFA - Managing Director Topics:  The SECURE Act Social Security Gets a Boost Contribution Limits Increase Is Participant Data...
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January 22, 2020

Plan Sponsors Ask…Q1 2020

Q: An employee has requested a hardship withdrawal from the 401(k) plan. We are relying on his statements to the...
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January 3, 2020

Transitioning to Retirement: How the Plan May Help

For decades now the typical career has consisted of approximately 40 years spent working, an “on time” retirement at age...
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December 20, 2019

The Secure Act and What it Means for You and Your Employees

Download PDF  After 3 years of work and development, congress passed the Secure (Setting Every Community Up for Retirement Enhancement)...
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November 25, 2019

Auto-Features Accomplished; What’s Up Next? Retirement income options may be coming soon

You can almost hear the retirement plan consultants ticking the boxes on their to-do lists: auto-enrollments? Check. Auto-increases? Check. With...
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November 22, 2019

Plan Sponsors Ask….lawsuits, employee education, and loans.

Q: We keep hearing about participant lawsuits against 401(k) plans, and strive to do our best to avoid situations that...
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November 10, 2019

Clever Tactics To Help Employees Achieve Retirement Success

Generally speaking, we don’t encourage being shifty. But applying a few innovative moves in your 401(k) plan could result in...
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October 10, 2019

2018 Success…and Turbulence: Results improve with thoughtful use of auto features

 The assumption when plan sponsors began to include auto features in their 401(k) plans was that participation rates and deferral...
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September 25, 2019

Where They Stand, Where They Are Headed: Can You Help Employees Save (or Save More)?

How realistic are employees about the true state of their retirement savings? While many among the three primary generations that...
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August 31, 2019

Plan Sponsors Ask…

Q: In reviewing employment data at our company, we were surprised to find the average time our employees stay with...
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August 12, 2019

Financial Literacy: Employees Who Know More Save More

Financial wellness is important for individuals and their employers, in part because of the role it may play in retirement....
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July 18, 2019

American Retirement Expectations Vary by Ethnicity and Culture

It seems that expectations about retirement are not the same for Americans of every background. In fact, they can vary...
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June 18, 2019

Getting the Holdouts into the Plan on 2019 Agendas

Wondering where plan sponsors will be focusing their interest and efforts in 2019? We turned over a few stones on...
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