PROVIDER RELATIONSHIPS | OPEN ENROLLMENT PLANSPONSOR August-September 2022

Open Season

Adding DC plan options to your annual offerings could up plan engagement.

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Art by Georgie McAusland

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Compliance | April 7th, 2025

The Financial Freedom Act would reverse the Department of Labor’s guidance against including cryptocurrency investments in 401(k) accounts.

Administration | March 14th, 2025

The IRS rule applies to most participants in workplace retirement plans and all traditional IRA owners.

Ask the Experts | February 25th, 2025

Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.