This article explores the fundamentals of cybersecurity, why it matters, and how organizations can safeguard their systems and participants’ information. Learn More >
The U.S. DOL's VFCP assists employers and plan officials in correcting certain breaches of fiduciary duties under ERISA. Learn More >
As stewards of sensitive financial and personal data, plan sponsors have a fiduciary and legal obligation to protect that information. Learn More >
The DOL issued a new “retirement security rule” package that amended the five-part test for determining whether a person is an ERISA fiduciary by reason of providing investment advice for a fee. Learn More >
Retirement plan laws can be intimidating but a well thought out administrative policy can relieve some of the anxiety in making decisions that are in compliance with ERISA rules and regulations. Learn More >
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A description of the 401(k) safe harbor rules, as well as, the advantages and disadvantages of this plan design option.
Developing a filing system can make it easy for 401(k) sponsors to review, update, preserve, and dispose of documents.
New team members for 2025.
Allie recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).