Posts filed under: Regulatory and Legislation

Regulatory and Legislation

Employer Sponsored Retirement Plan legislation changes and regulatory changes for 401k, Defined Benefit, Pension, Profit Sharing, Cash Balance and all plans governed by ERISA.

Here’s What Makes You a Fiduciary to Your Company 401(k)

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Tips for Supporting Retirement-age Employees

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Employee College Savings Plan – Invest in Their Future

A 529 college savings plan is a great way to prepare for the rising costs of higher education Looking for a great way to invest in a child’s future? A tax-advantaged 529 college savings plan is specifically designed to help... Read More

5 Common Risk Management Pitfalls

Staying on Top of Your Game – Five Common Risk Management Pitfalls and How to Effectively Mitigate Them Retirement plan sponsors operate in a high-stakes regulatory landscape under the Employee Retirement Income Security Act of 1974 (ERISA). Over the past... Read More

Ask Erick: How often should we benchmark our 401k Plan Fees?

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Ask Erick: How Often Should We Review Our 401k Investment Lineup?

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Investment Policy Statement – Key Ingredients

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Understand Expense Ratios

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More

Q2 401k Plan Sponsor Checklist

Companies can take these 4 steps to help ensure that participants and retirees are not making fear‑driven mistakes, which could jeopardize their retirement.... Read More