Fee Oversight and Fiduciary Process – The Importance of Periodic Review of Service Providers
https://www.youtube.com/watch?v=iLX4fODYXLA Who Is Ultimately Responsible For An Employer’s Retirement Plan? The employer is ultimately responsible for the retirement plan, despite hiring third-party administrators or investment
7 Common ERISA and Tax Qualification Compliance Mistakes Employers Make With Their 401(k) Plans
Quick Summary: Failures in ERISA and tax qualification compliance for 401(k) plans often begin as ordinary administrative errors: an unexecuted amendment, a contribution deposited later
Navigating Cycle Four Restatements for Defined Contribution Plans
https://www.youtube.com/watch?v=oi3XcwqQivM What Is A Cycle 4 Restatement Of Defined Contribution Plans? A Cycle 4 Restatement involves updating a plan document by incorporating amendments and removing
Don’t Leave Money On the Table—Defined Contribution Plan Tax Credits (Part Two)
https://www.youtube.com/watch?v=Icl4t8NWdcg How Have The Secure Act Tax Credits Changed The Perception Of Retirement Plans For Small Business Employers? The Secure Act tax credits have significantly
Don’t Leave Money On The Table—Defined Contribution Plan Tax Credits (Part One)
https://www.youtube.com/watch?v=D7NKHVLqf7o Are Employers More Focused On Employee Financial Wellness And Retirement Readiness Now Compared To Five Or Ten Years Ago? Employers are increasingly recognizing the
Required 401(k) Plan Employee Communications
https://www.youtube.com/watch?v=SMZUDJrT32A What Notices And Information Must Employers Provide To Employees About Retirement Plans? Employers are required to provide a variety of notices to employees about
