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ERISA 08.10.2022

401k Plan Sponsorship: Going It Alone?

  Experts caution small business owners against thinking they can save money by administering a company sponsored retirement plan without expert help. Similarly, companies who have long sponsored retirement plans might be overly complacent and…
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401k Plan Sponsorship: Going It Alone?
ERISA 08.10.2022

Request a Fee Breakdown

  If you don’t understand the fees associated with your company sponsored 401k plan, don’t worry, you’re not alone. In fact, some retirement plan experts say that not knowing and evaluating plan fees is the…
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Request a Fee Breakdown
ERISA 08.04.2022

Oversight: Participant Data

  Claims of fiduciary breaches over the fees and performance of investment options in retirement plans continue—with most litigation ending in hefty settlements and paving the way for more cases, impacting more plans and businesses….
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Oversight: Participant Data
ERISA 08.04.2022

Oversight: Participant Data

  Retirement plan service providers have access to participant data. Can they use the personal information of participants to cross-sell other financial products? As service providers are exploring this approach to business expansion, what do…
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Oversight: Participant Data
ERISA 07.21.2022

Adequate ERISA Bond?

  Retirement plan experts observe that ERISA bonds are confusing for plan sponsors—which likely explains why so many plan sponsors fail to maintain adequate coverage and end up triggering additional compliance problems. Here’s help understanding…
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Adequate ERISA Bond?
ERISA 07.21.2022

Form 5500: Is Yours Due?

  Failure to correctly file Form 5500 comes with big penalties—and can trigger additional compliance challenges. The calendar year is the basis for many retirement plans, so, if your retirement plan runs on a calendar…
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Form 5500: Is Yours Due?
ERISA 07.20.2022

Cybersecurity—and Lawsuits Too

  The disruption and costs for retirement plan sponsors continues long after hacks or other forms of cybercrime invade the retirement plan. Lawsuits are keeping plan sponsors and record keepers busy. Experts urge preventative action…
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Cybersecurity—and Lawsuits Too
ERISA 07.20.2022

Having Enough: Savings

  Retirement plan participants are cancelling illusions of grandeur about older age and leaning in on more practical considerations. There’s a growing focus on having enough savings to maintain a healthy and ordinary life without…
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Having Enough: Savings
ERISA 07.08.2022

401k: Theft?

  It’s happening. Recently, for example, a man in Maryland was indicted for money laundering, after implementing a computer fraud scheme to illegally access $246,390 from a  401k account. No wonder the Department of Labor—and…
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401k: Theft?