Well, 2021 is here. Now what? Your retirement plan participants will appreciate reminders about nuts and bolts—especially considering some of the regulatory shifts made as COVID-19 emerged last year. Participants In Their 70’s? Whether… Read Moreabout Steering Forward: Get Your Plan Participants Focused
Retirement planning commonly revolves around “how much” and “when.” An often overlooked question is “where” and it matters a lot. Assumptions, Dreams, and Realities Typically, retirement planning is rooted in making assumptions about the annual… Read Moreabout Retirement Planning: Don’t Forget to Ask “Where?”
2020 was a great year—for cybercriminals. Security experts predict this unfortunate trend will continue and suggest priorities for our attention. Home Environments: Not As Secure As Corporate Networks At Ernst and Young, an expert warns… Read Moreabout Booming Times for Cyber Criminals Continue
The turning of the years is an important time for plan sponsors to hit pause and ensure that the policies and operations of their retirement plans are sound. Review Basic Plan Policies and Operations… Read Moreabout Sound Beginnings for Plan Sponsors in 2021
The lawsuit, won on behalf of employees of Fidelity Investments is an important reminder to sponsors of retirement plans of all sizes: carefully monitor your chosen service providers. Beware: Breach of Duties As Bloomberg… Read Moreabout $28.5 Million Class Settlement in ERISA Case
Retirement plans contain sensitive—and valuable information. In addition to securing it, you must be ready to respond to breaches. Who are the experts on your team? What’s On Your Company’s Inventory of Sensitive Data? When… Read Moreabout Cyber Threats: Identify Your Incident Response Team
Recent data breaches in the healthcare industry are alarming. The fact that there is a shortage of qualified cybersecurity professionals is troubling. Plan sponsors: how are you protecting your plan? Get Focused Cybercrime is… Read Moreabout Data Breaches: What Is Your Plan?
The IRS has announced that the elective deferral limit for employee contributions to 401(k) plans for 2021 will remain at $19,500. However, it’s still an important time of year for plan sponsors to communicate with… Read Moreabout Year End Communications About Retirement Savings
