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Displaying 211 results for: Cyber
ERISA 11.01.2024

401k Fees: Paying Too Much?

  Chances are good that if you are a plan sponsor with 100 or more employees, yes, you are paying more than what’s considered efficient. Read on for the results of an analysis  of thousands…
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401k Fees: Paying Too Much?
ERISA 11.01.2024

What’s The Difference: Bond Vs Insurance?

  It’s wise for plan sponsors to know the difference between an ERISA fidelity bond and fiduciary liability insurance. Required by law, ERISA bonds protect the plan and participants. Though not mandated by the government,…
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What’s The Difference: Bond Vs Insurance?
ERISA 10.30.2024

What About The Providers of The Provider?

  Retirement plan sponsors are responsible for vetting the cybersecurity practices of their third party providers. But what about the providers those providers outsource too? Yes, indeed: plan sponsors need to know about subcontractors and…
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What About The Providers of The Provider?
ERISA 10.30.2024

Gen U: Unretired?

    Leaving the workforce only to return has been a growing trend for “older workers.” In the face of longer life spans and the rapid pace of change, there are more questions than answers…
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Gen U: Unretired?
ERISA 10.28.2024

Your Bond Might Not Be an ERISA Bond

The ERISA Act requires that every person who handles employee benefit plan assets or funds as well as any plan fiduciary be bonded with an ERISA fidelity bond. Those bonded must be bonded for at…
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Your Bond Might Not Be an ERISA Bond
ERISA 01.05.2024

Moving The Needle: Auto Enrollment

  Starting early and saving consistently are the keys to building a solid nest egg for retirement. Data continues to indicate that employer sponsored plans that utilize automatic enrollment and escalation are moving the needle,…
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Moving The Needle: Auto Enrollment
ERISA 01.05.2024

Failure To Obtain ERISA Bond? 

  Plan sponsor oversights add up fast, as a lawsuit brought by the Department of Labor (DOL) painfully reminds us. Allegations, specifically naming a plan sponsor, include abandonment of the plan—and failure to obtain the…
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Failure To Obtain ERISA Bond? 
ERISA 12.29.2023

DOL’s Proposed Fiduciary Rule Explained

  Public hearings and comment periods related to the Department of Labor’s proposed new fiduciary rule are currently slated to end in early January, 2024, making it important for plan sponsors to understand the basics…
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DOL’s Proposed Fiduciary Rule Explained
ERISA 12.29.2023

Understanding Peak 65

  It’s here: 2024, and the demographic milestone anticipated to have a major impact on retirement plans (and realities) for Americans. As the phrase “Peak 65” implies, the largest number of Americans ever will turn…
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Understanding Peak 65