Compliance | April 3rd, 2024 Minnesota Sponsor Sues Adviser for True-Up Plan Amendment The cost of a plan amendment to allow safe harbor and true-up contributions prompted Great Lakes Management Co. to allege...
Compliance | September 18th, 2019 What Safe Harbors Are Available to Retirement Plan Sponsors? Safe harbor provisions protect employers from liability. That’s one good reason to understand them.
Administration | October 6th, 2017 Embracing In-Plan Annuities Specific policy changes and plan sponsor initiatives can make guaranteed lifetime income a norm in the DC plan space, TIAA...