No Matter How Small, Businesses Have Retirement Plan Options
If small employers want to offer a retirement plan, they can start small and ‘graduate’ to more custom, tailored plans...
Tag: retirement plan administration
Training Benefits Teams to Work with the Retirement Plan Looks Different for Every Organization
Staffers have varying degrees of experience with retirement plans, so providing training and education is vital when managing a benefits...
Retirement Industry People Moves
Voya Adds Two New MEP Roles; Congruent Creates Chief Revenue Officer Role; PCS Hires Kirtland to lead business development; and...
Who Issues the W-2s for Private 457(b) Plans?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Mitsubishi Chemical Group Sued by Former Worker
The manufacturer was targeted for alleged fiduciary breaches in the management, operation and administration of the plan, according to the...
Benefits |
State Retirement Plan Proposed in Nevada for Third Consecutive Session
Bill introduced in Nevada Senate includes auto enrollment but faces long road ahead after similar bills died in committee in...
The Siloed Roles Undergirding Plan Sponsors Continue to Blur
The traditional defined contribution roles for supporting plan sponsors are becoming increasingly shared in many areas, according to two asset...
Products |
OneAmerica Launches Multiple Employer Retirement Plan Solution
The firm says its offering is simpler than a PEP and is available to tax-exempt as well as corporate ERISA...
Opinions |
Governance Basics Every Plan Sponsor Should Know
Mindy Zatto and Leslie Olds, with Strategic Benefits Advisors, discuss retirement plan committee structure and the importance of focusing on...
Study Finds Advantages in Working With a Sole Recordkeeper
The research highlights ways sponsors of multiple retirement plans can benefit from working with just one provider.
Avoiding Retirement Plan Operational Errors
Understanding the plan document, establishing a plan administrative policy, having good service providers and doing regular checks can help plan...
The Plan Sponsor Time Crunch
With so many recent disruptions to what was ‘business as usual,’ how can plan sponsors ensure their retirement plan gets...
Retirement Plan Features to Consider Pruning
Some features make administration unnecessarily difficult, while others could derail participants’ retirement readiness.
AICPA Reminds Plan Sponsors of Record Retention Rules
A plan advisory explains Employee Retirement Income Security Act (ERISA) rules for record retention and offers best practices for that...
Opinions |
5 Time-Tested Guidelines for Effectively Managing Retirement Plans
Diane Wasser, with EisnerAmper LLP, discusses basic best practices or recommendations that are often overlooked, which can lead to deficiencies...
Products |
Principal to Launch Online Chat for Retirement Plan Administration Questions
The new support option will connect retirement plan sponsors to Principal client service associates in real time throughout their work...
2018 PLANSPONSOR National Conference Coverage
A recap of presentations and discussions during the 2018 PLANSPONSOR National Conference.
Key Employee Benefit Plan Internal Controls to Have in Place
“Internal controls should be part of a plan sponsor’s day-to-day operations,” says a partner at CPAs & Advisors, speaking at...
Nearly Half of Sponsors Fail to Realize They Are Fiduciaries
This is true for members of administrative and investment committees alike.
Court Finds ESOP Fiduciaries Had No Good Reason to Delay Diversification
The court granted summary judgment to the plaintiffs and ordered their benefits be paid along with prejudgment interest.