Resources

Managing a Plan Vendor Change

Plan Conversions | April 6, 2015

What to expect when moving the retirement plan assets and records to a new recordkeeper. Learn More >

Questions to Ask a Plan Recordkeeper

Plan Conversions | March 25, 2015

Make sure the potential new recordkeeper is a good fit for the plan and the employer by asking these questions BEFORE the decision is made to transfer the plan’s administration. Learn More >

Update on the Application of the Defense of Marriage Act Ruling

Same Sex Marriage | May 5, 2014

Recent IRS guidance provides details on amendment requirements and the effect of the Windsor decision on retirement plans. Learn More >

Relief for Participant Fee Disclosure Notice Timing

Fee Disclosures | July 25, 2013

You may recall that in 2012, plan sponsors were required by the Department of Labor (DOL) to provide to plan participants a notice that disclosed detailed investment information for the plan. Learn More >

Impact of Defense of Marriage Act Ruling on Retirement Programs

Same Sex Marriage | July 25, 2013

The U.S. Supreme Court recently declared that Section 3 of the Defense of Marriage Act, which was signed into law by President Clinton in 1996, is unconstitutional because it denies equal... Learn More >

Using the Forfeiture Account

Forfeitures | April 26, 2013

When participants who are not fully-vested in their company contribution accounts terminate employment, their non-vested monies are usually moved into a forfeiture account. Learn More >

In-Plan Roth Conversions

Roth Contributions | January 10, 2013

The newly signed American Taxpayer Relief Act of 2012 (the “Act”) makes an important change to employer-sponsored retirement plans. Learn More >

QDRO Payments

QDROs | September 28, 2012

What is a Domestic Relations Order (DRO)? Learn More >

Fee Disclosures: What Must Plan Sponsors Do?

Fee Disclosures | February 10, 2012

Plan Administrators who are appointed to engage service providers must understand that they bear the final responsibility Learn More >

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