Retirement Plans: Notice Failure?
Among the many requirements for 401(k) plans are the timely dissemination of a variety of standard notices to participants. ERISA experts remind us that adhering to notice requirements is critical: failure leaves participants without…
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A Rising Priority: Benefits!
Together, small businesses are the largest employer in the country—and they are increasingly prioritizing worker well being. For example, according to new research, one in four are responding to the disruption of the pandemic by…
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Raising Awareness About Data Privacy
Mark your calendar: Data Privacy Day is January 28, 2021. As a matter of fact, go ahead and mark every day on your calendar as a day to respect and safeguard data, especially personally…
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Steering Forward: Get Your Plan Participants Focused
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…
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Retirement Planning: Don’t Forget to Ask “Where?”
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…
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Booming Times for Cyber Criminals Continue
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…
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Sound Beginnings for Plan Sponsors in 2021
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…
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The Critical Importance of Employer Sponsored Retirement Plans
The pandemic has demonstrated how much people need and want to save—and the valuable role employers have in helping them do so. Protect your plan in 2021! Retirement Savings Provide Relief The disruptions of 2020…
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$28.5 Million Class Settlement in ERISA Case
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…
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