Roller Coaster Ride: Benchmark!
In an economic period that often feels like a rollercoaster, safeguarding retirement savings has become more challenging than ever. Every dip and surge in the market can directly impact the financial security of your employees’…
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Mounting Pressures: Plan Sponsorship
With miles to go, 2025 has already been an eventful time for retirement plan sponsors. National risk management experts explore the complications confronting sponsors in this period of “shifting sands,” and recommend strategies, solutions and…
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Bet The Business!
An aggressive plaintiffs’ bar, the use of AI to rapidly mine retirement plan data for potential mistakes, complex regulations, and legal precedent from successful ERISA lawsuits, are all stacking up against retirement plan sponsors. In…
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Protecting Retirement Funds: Dementia?
Two rising trends, absent attention, put the hard earned retirement savings of older people in great jeopardy. The first is the increased instances of dementia, as more people live longer lives. The second is increased…
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401k: Worth The Effort?
Is it worth it for small businesses to sponsor retirement plans? From many different vantage points, the answer is most likely: yes. Putting workers on the path to a secure retirement is a wonderful way…
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Everyone’s A Participant, Right?
Though we take our own individual paths, most everyone ultimately makes a journey to nonworking years—-aka retirement. Since preparing for those years is essential for all of us, why do retirement plan communications tend to…
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Retirement Plan: Professional Fiduciary?
When sponsoring a retirement plan, hiring outside experts, such as experienced, professional fiduciaries, is generally considered a smart move. What’s not smart however, is being unclear about who has what responsibilities–and ultimately liabilities. Though plan…
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Form 5500: Is Yours Accurate?
Summer brings the deadline for signing and submitting Form 5500 to most retirement plan sponsors. Typically, we rely on service providers to prepare this annual report, so all we have to do is sign off….
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What If…?
What if you sponsor a small to mid-size retirement plan, and get named in a copycat lawsuit alleging high plan fees, poor investment choices or failure to follow protocols? You’ll scramble to secure knowledgeable ERISA…
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