Compliance | September 24th, 2018 ERISA Section 404(c): Back to Basics To be 404(c) compliant, a plan must offer a broad range of investment options and make it possible for participants...
Compliance | July 31st, 2018 Plan Sponsors Shouldn’t Fear Making Settlor Decisions Retirement plan sponsors often fear participant backlash when making decisions that could actually help improve participant outcomes, but the law...
Administration | July 26th, 2018 Distributions Basics Confuse Sponsors and Participants The rules set around all the different types of qualified retirement plan distributions are quite complex, but plan sponsors have...
Compliance | June 21st, 2018 Retirement Plan Document Basics A retirement plan consultant and an ERISA attorney offer tips for setting up, maintaining and following retirement plan documents.