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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?
ERISA 07.08.2022

Zillennials at Work

  Robust benefits packages are extremely important to Zillennials—the “micro generation” of employees in the 24-29 range. According to new survey data, so is having a sense of purpose on the job and a work…
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Zillennials at Work
ERISA 07.02.2022

Obligated To Mitigate Risks

  ERISA law experts continue to keep a close watch on how the Department of Labor’s 2021 cybersecurity guidance for employee retirement plans is playing out in audits and court rooms across the country. The…
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Obligated To Mitigate Risks
ERISA 07.02.2022

Optimism: Five Years Out?

  What’s ahead for retirement plans? While there’s lots of worry about cybersecurity, plan leakage, and, the lingering impact of the current tsunami of ERISA litigation, industry experts see bright spots when looking ahead. More…
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Optimism: Five Years Out?