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Displaying 225 results for: Data Breach
ERISA 12.22.2022

Final Rule: The DOL and ESG

  The U.S. Department of Labor has released it’s final rule on ESG factors in retirement accounts: while plan fiduciaries may consider environmental, social and governance factors when selecting investments for the plan, they are…
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Final Rule: The DOL and ESG
Cyber for Plan Sponsors 12.17.2022

Penalty of Perjury: Form 5500

  Before Form 5500 is filed each year, retirement plan sponsors must sign off. Lawyers specializing in ERISA remind us that filing is “under penalty of perjury.” What does that mean? Read on to find…
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Penalty of Perjury: Form 5500
Cyber for Plan Sponsors 12.17.2022

2023 Calendar: ERISA Compliance

  Plan sponsors can get 2023 off to a great start by marking their calendars with important dates for action in accordance with ERISA regulations. Retirement plan experts provide an overview of key dates for…
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2023 Calendar: ERISA Compliance
Cyber for Plan Sponsors 12.13.2022

Fiduciaries and Committees

  With more then half of all federal district courts now presiding over ERISA class-action cases, plan sponsors and other fiduciaries must be prepared to defend themselves against allegations of retirement plan mismanagement and other…
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Fiduciaries and Committees
Cyber for Plan Sponsors 12.13.2022

New Form 5500?

The U.S. Department of Labor has released the annual update to Form 5500 and 5500-SF (the short form), making adjustments that reflect regulatory changes. Retirement plan sponsors are reminded that oversight of the annual submission…
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New Form 5500?
Cyber for Plan Sponsors 12.07.2022

Litigation Trends: ERISA

  2022 began with the decision of the U.S. Supreme Court related to Northwestern’s fee litigation case, which left the retirement plan industry wondering about the implications. Looking back on the year, ERISA law experts…
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Litigation Trends: ERISA
Cyber for Plan Sponsors 12.07.2022

Security Breaches Defined

  Since the Department of Labor issued Guidance in 2021 directing retirement plan sponsors to monitor the cybersecurity protocols in use by service providers, there has been a great deal of confusion about what exactly…
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Security Breaches Defined
Cyber for Plan Sponsors 12.02.2022

Compliance: Year End Responsibilities

  The end of the year is an important time for retirement plan sponsors to review plan documents and plan operations. Discretionary changes as well as amendments for compliance must be properly reflected in plan…
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Compliance: Year End Responsibilities
Cyber for Plan Sponsors 12.02.2022

Cybersecurity: What About Your Vendors?

  Business owners of all kinds are learning fast: cybersecurity strategies and tactics are integral to running a successful company. Attention to the cybersecurity protocols of any and all vendors (aka service providers) the company…
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Cybersecurity: What About Your Vendors?