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ERISA 04.26.2021

Targeting Smaller Plans: ERISA Class Actions

It’s no secret that ERISA Class Actions have been on the rise, putting fiduciaries in the hot seat, especially related to decisions about plan fees. Though large plans were initially the prime targets, claims are…
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Targeting Smaller Plans: ERISA Class Actions
Cyber for Plan Sponsors 04.19.2021

Cyber Breach Response: Who’s Ready?

Given the likelihood that all of our businesses will at some point experience a cyber breach, experts emphasize the importance of naming a designated response team. A cyber breach does not necessarily spell disaster, but…
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Cyber Breach Response: Who’s Ready?
ERISA 04.19.2021

Easy To Forget: Reminders for Plan Sponsors

Busy person and plan sponsor: one and the same, right?  As a business owner, you’ve likely found that sponsoring a retirement plan for yourself and your employees, though critically important, can really add to your…
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Easy To Forget: Reminders for Plan Sponsors
ERISA 04.14.2021

401(k) Tax Credits for Small Businesses

  Starting and administering a 401(k) retirement plan can be a daunting challenge for small businesses. Tax credits can help. If you’ve previously begun a plan, you may even be eligible for tax credits now….
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401(k) Tax Credits for Small Businesses
Cyber for Plan Sponsors 04.12.2021

Medicare Basics for Retirement Budgeting

Many 401k savers are unrealistic when budgeting for retirement. Healthcare costs are frequently underestimated, with Medicare coverage largely misunderstood. When educating plan participants about retirement savings, plan sponsors are encouraged to raise awareness about the…
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Medicare Basics for Retirement Budgeting
Cyber for Plan Sponsors 04.12.2021

Responsibilities and Risks: Cyber Theft

  When cyber crimes lead to the fraudulent distribution of retirement funds, who is responsible? While official answers play out in court rooms and regulatory departments across the country, legal experts offer practical advice to…
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Responsibilities and Risks: Cyber Theft
ERISA 04.02.2021

Pop Quiz: Plan Fees? Investment Options?

Retirement plan fiduciaries are responsible for these answers—no matter how big or small the plan and the company are. In the event of legal and compliance challenges, big companies face big-dollar lawsuits (like Blackrock’s recent…
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Pop Quiz: Plan Fees? Investment Options?
Cyber for Plan Sponsors 04.02.2021

Lots To Learn: Retirement Savings

   Fidelity Investments’ 2021State of Retirement Study found that many plan participants would benefit from increased knowledge about the fundamentals of secure retirement. Here are some helpful points of emphasis for communications with plan participants….
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Lots To Learn: Retirement Savings
Cyber for Plan Sponsors 04.01.2021

Overdue: Updated Protection Plans

  The Employee Retirement Income Security Act (ERISA) was passed in 1974. Think about how much has changed since then! No wonder there is increasing pressure for thorough regulatory updates to better protect the trillions…
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Overdue: Updated Protection Plans