Calling Plan Sponsors: Mandatory Plan Restatements Loom Review the purpose of plan restatements, the basic parts of pre-approved plans, and why plan sponsors must comply.... February 18, 2021
Emergency Savings: The New Must-Have Plan Design Feature? After-tax contributions in retirement plans allows individuals to use these contributions as a source for emergency savings.... December 17, 2020
Key Employee Contribution Limits Unchanged for 2021 Make sure you're taking appropriate steps to keep plan participants informed.... October 29, 2020
Plan Participant Cost Allocation Strategies (Part 3 of 3) Dive into cost allocation strategies, including how to equitably distribute costs across plan participants.... October 14, 2020
How to Pay Retirement Plan Fees (Part 2 of 3) Learn what options plan sponsors have for fee payment as well as what factors could influence payment determinations.... September 21, 2020
The “Big Three” Retirement Plan Fees (Part 1 of 3) Take the first step towards prudently managing retirement plan fees by understanding each component of plan costs.... September 2, 2020
