Tag: plan sponsor education

There is nearly as much work to do when a DB plan is frozen as when it’s open, and ignoring...

The pandemic has highlighted the need for plan sponsors to actively encourage revised beneficiary designations and have missing participant procedures...

Certain concepts should be communicated clearly to retirement plan participants so they don’t make decisions that may hurt their retirement...

Plan sponsors should understand the components of administration, the interplay of providers and on what duties sources say sponsors are...

What ERISA retirement plan sponsors should know about their responsibilities as they make plan decisions or even outsource decisions to...

While not required, a road map for investment selection and monitoring is a best practice, and sources now say the...

There are different paths for getting the right benefits to the right people when a plan participant divorces.

The costs of annuities depends on the type and the amount of flexibility.

An analysis of advisers’ skills and services helps in finding those with higher skill sets, and those who offer much...

Retirement plan sponsors need to understand IRS rules for rollovers and what they should consider before accepting one.

Plan sponsors required to file a financial audit along with their Form 5500 should know how regulators use the information...

The purpose of Form 5500 is to obtain information regarding plan design and basic plan sponsor information, and the regulatory...

Retirement plan sponsors need to understand what nondiscrimination tests compare and how to correct failed tests.

Sponsors of all retirement plan types need to know what nondiscrimination testing is required for their plan and what information...

To be 404(c) compliant, a plan must offer a broad range of investment options and make it possible for participants...

Retirement plan sponsors often fear participant backlash when making decisions that could actually help improve participant outcomes, but the law...

The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have...