ERISA Examination
Last Meeting Of the Year
Time to create an annual work plan.
Reported by
Summer Conley and Michael Rosenbaum
To access this premium content, please sign up for a free account!
You Might Also Like:
Retirement Plans’ Communication Dilemma: Mail, Email or Both?
As postage costs rise and digital delivery expands under SECURE 2.0, plan sponsors are rethinking how to best reach participants.
Education vs. Advice: The Difference Matters
Misinterpreting the distinction between the two could increase plan sponsors’ exposure to litigation or other risks.
Communication Liability Falls to the Plan Sponsor
Experts caution that while a vendor can prepare and distribute plan communications, the sponsor retains the fiduciary responsibility to ensure...
