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Displaying 190 results for: ERISA
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?
Cyber for Plan Sponsors 11.22.2022

Outcome Oriented

  A recently study of nearly 2,500 adults points to what is well understood intuitively: people have messy feelings about retirement, and this makes it challenging to target communications and information about retirement savings plans….
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Outcome Oriented
Cyber for Plan Sponsors 11.22.2022

Orphan Accounts?

Plan sponsors are advised to stay on top of communications with former employees who leave their 401k accounts behind. The fiduciary risks associated with “orphan” accounts stack up. Facilitating portability is also wise, as is…
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Orphan Accounts?
Cyber for Plan Sponsors 11.08.2022

Pretirement: : A New Life Stage?

  Although the word is new, we probably all know someone who, perhaps nudged into it by the pandemic, is “pretired”—working, but not in the same way as before, on the path toward retirement. Indeed,…
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Pretirement: : A New Life Stage?
Cyber for Plan Sponsors 11.08.2022

Devastating To Plan Participants

  Among other fiduciary breach claims, a new lawsuit, filed by retirement plan participants against a freight transporting business, alleges plan sponsor failure to monitor revenue-sharing payments for reasonableness, and describes the results to participants…
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Devastating To Plan Participants
Cyber for Plan Sponsors 11.08.2022

Summary Plan Description?

  A proper SPD is mandatory for compliance of the company sponsored retirement plan with ERISA. Importantly, a good, solid SPD is also helpful in the administration of the retirement plan and can even be…
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Summary Plan Description?
Cyber for Plan Sponsors 11.08.2022

2023’s Coming: Contribution Limits

  Though many of us are still wondering where August went, we’re actually closer to New Year’s 2023 then Labor Day 2022. The government has announced the contribution limits for elective deferrals to retirement accounts…
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2023’s Coming: Contribution Limits
ERISA 06.27.2022

Endless Responsibility Lists?

That’s what retirement industry experts say plan sponsors are confronting amid rising expectations for keeping retirement accounts safe. As Michael Bonfante, Business Development Manager at Colonial explains in FiduciaryNews:   “Since the DOL’s release of…
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Endless Responsibility Lists?