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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Cash balance plans offer high contribution limits and flexibility.
The saver's credit is a nonrefundable income tax credit for certain taxpayers with adjusted gross income that does not exceed $80,500.
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).