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ERISA 01.20.2023

Best Practices: #9 and #12

  While it is necessary for retirement plan sponsors to follow all of the cybersecurity best practices prescribed by the Department of Labor, numbers 9 and 12 on the list hold particular importance: following them…
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Best Practices: #9 and #12
ERISA 01.20.2023

​It’s An Emergency: Really?

  Under Secure 2.0, retirement savers will find it easier to draw on their funds should an emergency strike. Though COVID-19 has reinforced the critical importance of emergency savings, there are some concerns among financial…
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​It’s An Emergency: Really?
ERISA 01.14.2023

Challenging Current Offerings

Facing market volatility and high interest rates, retirement plan sponsors are rethinking investment options for participants. According to industry experts, many plan sponsors are challenging current offerings in a quest for both diversification and protection…
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Challenging Current Offerings
ERISA 01.14.2023

Defense Costs Rising

  The year is already finding some employers defending themselves against allegations of fiduciary breaches under the high standards of ERISA law. Whether or not the allegations are true, defense is expensive. In fact, experts…
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Defense Costs Rising
Cyber for Plan Sponsors 01.05.2023

Secure 2.0: Essentials

  It’s official: Secure 2.0 has been signed into federal law. Retirement industry experts point out that it will have widespread implications, with some of the new regulations aimed at reform going into effect immediately,…
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Secure 2.0: Essentials
Cyber for Plan Sponsors 01.05.2023

Cybersecurity: 3-Prong Strategy?

  Retirement plan sponsors must know what their service providers are doing toward cybersecurity. They must also put best practices in place in their businesses—and ensure that plan participants are following appropriate online security procedures….
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Cybersecurity: 3-Prong Strategy?
ERISA 12.22.2022

Avoid Extremes

Play it safe or seek growth? While overseeing the company retirement plan, it may be tempting for plan sponsors to take an overly cautious stance with the investment options. On the other hand, the lure…
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Avoid Extremes
ERISA 12.22.2022

Final Rule: The DOL and ESG

  The U.S. Department of Labor has released it’s final rule on ESG factors in retirement accounts: while plan fiduciaries may consider environmental, social and governance factors when selecting investments for the plan, they are…
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Final Rule: The DOL and ESG
Cyber for Plan Sponsors 12.17.2022

Penalty of Perjury: Form 5500

  Before Form 5500 is filed each year, retirement plan sponsors must sign off. Lawyers specializing in ERISA remind us that filing is “under penalty of perjury.” What does that mean? Read on to find…
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Penalty of Perjury: Form 5500