Employer Sponsored Retirement Plan legislation changes and regulatory changes for 401k, Defined Benefit, Pension, Profit Sharing, Cash Balance and all plans governed by ERISA.
During the first quarter of this year we have had a number of employees leave our organization, some of which had nonvested employer contributions.... Read More
In the spring of 2021, Aon Investments surveyed 12 top carriers for fiduciary liability insurance to better understand how plan management typically impacts pricing for fiduciary liability insurance. ... Read More
California has recently established its own state-run retirement plan. The plan has been mandated for use by business owners who otherwise do not offer a retirement plan benefit program for their employees, such as a 401(k), SIMPLE IRA or SIMPLE... Read More
We always meant to automate our plan audit files, but somehow we didn’t get around to it. What do we need to know to protect the information we send?... Read More
Our plan committee is thinking about purchasing fiduciary liability insurance. Is a fidelity bond the same thing as fiduciary liability insurance?... Read More