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ERISA 06.28.2021

Due Diligence with Record-keepers

The consolidation in the record-keeping field makes it extra important for retirement plan sponsors to keep current with oversight and evaluation duties. For example, what do you know about the tech platforms and cybersecurity protocols…
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Due Diligence with Record-keepers
ERISA 06.21.2021

Save for Retirement—Then What?

Retirement experts are finding that despite the disruptions of the pandemic, employees are trying to focus on retirement saving—and planning. Increasingly, employees are looking for information about how retirement savings translate to retirement income. Plan…
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Save for Retirement—Then What?
ERISA 06.21.2021

Carefully Moving Forward: Retirement Plans

As small businesses emerge from pandemic operations and work to evolve, experts caution retirement plan sponsors to allocate time to review the plan design, benefits and services. Participant needs are changing—and plan design options are…
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Carefully Moving Forward: Retirement Plans
ERISA 06.21.2021

Fiduciary Responsibilities: A Quick Refresh

As a retirement plan sponsor, you know you have a fiduciary responsibility to ensure that the plan functions in the best interest of participants, but what exactly does that mean? Here’s a quick refresher. A…
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Fiduciary Responsibilities: A Quick Refresh
ERISA 06.16.2021

No Sign of Stopping: ERISA Lawsuits

Experts warn that ERISA lawsuits are continuing at a rapid, “cookie-cutter” pace. In particular, there has been a  rise in lawsuits against smaller plans. Plan sponsors, in addition to securing fiduciary liability protection, are advised…
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No Sign of Stopping: ERISA Lawsuits
ERISA 06.16.2021

Annuities? Interest Is Growing

As employers across the country continue looking for ways to support the financial wellness of workers, interest in annuities is growing. In fact, a recent Blackrock survey found that 82% of plan sponsors are likely…
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Annuities? Interest Is Growing
ERISA 06.10.2021

The Cost of Hidden Fees

A new study has revealed that the majority of 401k plan participants in small businesses are paying hidden fees. The impact to retirement savings is significant. Regulatory efforts have been stepped up. Here is what…
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The Cost of Hidden Fees
Cyber 06.10.2021

Cyber Theft and Retirement Accounts

As cyber theft from retirement accounts rises, plan sponsors need to act on the guidance issued this spring by the Employment Benefits Security Administration (EBSA). Importantly, this includes communicating with plan participants about protecting their…
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Cyber Theft and Retirement Accounts
ERISA 05.26.2021

Audit Alert: Are You Ready?

When plan participants make complaints, take them seriously from the beginning. In addition to the threat of an ERISA lawsuit, you could also find yourself getting a call from the Department of Labor (DOL) to…
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Audit Alert: Are You Ready?