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ERISA 09.28.2023

Plan Sponsors: What’s On Your Mind?

  According to recent research from Fidelity Investments, about three quarters of retirement plan sponsors say they are “very satisfied” that the company plan is meeting objectives. However, many are concerned about how well the…
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Plan Sponsors: What’s On Your Mind?
ERISA 09.27.2023

Double Check The Calculations

  Plan sponsors generally do not set out to shortchange participants or violate ERISA. Nonetheless, oversights can occur, and tend to spiral into increased scrutiny for all. Beware: a recent settlement over an allegation that…
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Double Check The Calculations
ERISA 09.21.2023

Attorney-Client Privilege?

  Retirement plan fiduciaries need to know that some of their communications with attorneys are protected by attorney-client privilege. In fact, when attorney advice is given to a plan fiduciary for the benefit of the…
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Attorney-Client Privilege?
ERISA 09.21.2023

Preparing for Open Enrollment?

  Benefit enrollment season is typically a period of high employee engagement, making it a great time for retirement plan sponsors to boost participation through education and information. Just keep in mind: while spotlighting opportunities,…
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Preparing for Open Enrollment?
ERISA 09.12.2023

All Time High: Employer Contributions

  Lots of data points to how important retirement plans are to employees and businesses. Employer sponsor retirement plans are even more beneficial when the company provides a match–and a growing number of employers are…
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All Time High: Employer Contributions
ERISA 09.12.2023

Participant Contributions: Let’s Be Timely!

  Failure to properly and promptly ensure employee contributions are remitted to the retirement plan is a serious problem. Although a very small fraction of employers have been found to have abused retirement contributions, the…
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Participant Contributions: Let’s Be Timely!
ERISA 09.06.2023

Better For All?

  According to the Pension Research Council, fewer women than men have retirement accounts, and plan sponsors across the country are taking notice and action. Recognizing that thriving businesses focus on recruiting and retaining a…
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Better For All?
ERISA 09.06.2023

Sorry! Mea Culpa…

  Even when solid procedures, paid experts, and great diligence are in play, mistakes get made in the sponsorship of retirement plans. It’s always best for plan sponsors to be proactive about identifying and attending…
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Sorry! Mea Culpa…
ERISA 08.30.2023

Blurry on Retirement

  New data exemplifies the blurry feelings and ideas workers have about retirement, with about one third indicating that they are unlikely to ever actually retire, while about half of those in their 60s plan…
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Blurry on Retirement