Blog Archives

Top 10 Governance & Operational Issues for Your Defined Contribution Plan

Join our panel of experts for a discussion of the Top 10 Governance & Operational Issues for Your Defined Contribution Plan. Learn what to know before the auditors knock on your door. Highlights include: ERISA fiduciary best practices Practical insights from

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Posted in Events

Employee Benefits Update: February/March 2015

This issue’s topics include: Navigating ERISA’s comprehensive plan document disclosure rules IRS checklist offers a convenient compliance self-checkup Who are functional fiduciaries? Appeals court holds service provider not a plan fiduciary 2014 vs. 2015 retirement plan limits Click Here to Download

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Posted in Employee Benefit Plans

Employee Benefits Update: Year End 2014

This issue’s topics include: What you need to know about ADP/ACP discrimination testing Are you offering a Roth 401(k) plan option yet? 401(k) plan automatic enrollment: A winning formula Help participants avoid an inappropriate IRA rollover Click Here to Download As

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Posted in Employee Benefit Plans

Employee Benefits Update: October/November 2014

This issue’s topics include: Target Date Funds and Fiduciary Duty: Examine your TDFs’ glide paths to ensure suitability ESOPs facing tougher scrutiny by regulators and courts Are your 401(k) plan administrative fees allocated equally? DOL sets 2015 regulatory agenda  

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Posted in Employee Benefit Plans