Legal experts caution that the Department of Labor could be headed toward formalizing the cybersecurity responsibilities of retirement plan fiduciaries. Don’t be unprepared at the narrowing intersection between ERISA fiduciary duties and the cybersecurity… Read Moreabout Cybersecurity: What Will The DOL Decide?
There are a lot of dreams tucked in with the dollars in the company-sponsored retirement plan. Freedom from routine. Health. Time with family. What else? Exploring the possibilities can motivate savings—plus, it’s energizing to think… Read Moreabout Reinventing Futures: Retirement Savings
Your employer-sponsor retirement plan can probably tell the tale of this topsy turvy year: staffing changes, a shift to remote work, and, potentially, distribution and loan provisions allowed by the CARES Act. How should you… Read Moreabout What’s Changed? Plan Auditors Need to Know
Small businesses are lucrative targets for cybercriminals. Maddeningly, they are even considered “low-hanging fruit.” That puts every business—and its retirement plan data—at risk of a breach. Are you ready? Access To Money and Data… Read Moreabout Cyber Security and Small Businesses
Now more than ever, employees are turning to the workplace for information and tools to help with financial wellness. Employees nearing retirement will benefit from the information to support their planning efforts. Plan sponsors are… Read Moreabout Hoping To Retire Someday Soon?
Across the country, employers are looking for ways to help workers secure their financial futures while steering out of the pandemic and related economic disruption. Retirement planning experts suggest focusing on impactful plan design features…. Read Moreabout Impactful Retirement Plan Design Features
Participants in the American Red Cross Savings Plan are suing the organization—and many of its fiduciaries—over excessive fees. Retirement plan fiduciaries from businesses of all sizes are taking note! Breach of Duties Alleged Regarding… Read Moreabout Most ERISA Lawsuits Don’t Make Headlines
Why do you sponsor a retirement plan for employees? What’s your desired end result? What metrics do you use to gauge success? How Do You Measure Success? The administrative and compliance responsibilities associated with sponsoring… Read Moreabout Successful Retirement Plans: What’s Your End Goal?
Employees who are less worried about their finances do better at work—and of course that creates a ripple that benefits business. It makes good sense to attend to the financial wellness of workers. Common Sense… Read Moreabout Decreasing Financial Stress at Work