Reap the benefits of a regular TDF review for your organization’s retirement plan — including mitigating fiduciary risk, reducing costs and improving benefits for your employees.
Cybersecurity must be a prime concern for your retirement plan’s data. Learn established best practices for recordkeepers and other service providers responsible for retirement-plan-related IT systems and data.
Review your retirement program to ensure it aligns with your organization’s culture and objectives, is market-competitive and reduces employee benefit costs long-term.
Finding the right retirement plan recordkeeper helps your employees improve their financial security — and offsets the financial impact of delayed retirement to your organization.
Do you have a retirement plan compliance checklist? If you think your organization doesn’t need one, think again. Review these common IRS and DOL compliance issues, and conduct a self-audit to help your organization company avoid future costs and liabilities.
Even if nothing has changed with your retirement plan, you can still be audited. New tax laws, legislation and organizational restructuring all affect plans. A self-review can help you avoid added costs and liabilities in the future.
Bid farewell to a challenging 2021 and get ready for the new year by marking your calendar with important compliance requirements. Set your organization up for success with these key 2022 action items and deadlines.
Get details on the DOL’s FAQs that clarify the interim final rule implementing the Lifetime Income Disclosure requirement mandated under the SECURE Act. Additionally, learn which federally declared disaster areas are eligible for tax relief.
Organizations spend over $50,000 per employee each year an employee delays retirement. Implementing strategies to better prepare the workforce for retirement can help offset the financial impact to the organization.
Record retention policies and practices are essential for retirement plan sponsors for multiple reasons. Determine which approach to retention is best for your plan.
By handling your retirement plan’s powers of attorney appropriately, you can protect your plan and prevent time-consuming and expensive issues from occurring.
To help retirement plan sponsors understand the partial plan termination relief provided under the CAA, the IRS issued supplemental guidance in the form of five FAQs.
Retirement plan administration is performed mostly online. In the face of cyber threats, learn DOL recommendations for plan fiduciaries to protect plan assets and participant data.
New rules expand eligibility for long-term part-time employees to enter 401(k) plans. Learn the new requirements and next steps that employers can implement.
Learn the new retirement plan rules, including partial plan termination relief and disaster relief provisions, of the Consolidated Appropriations Act, 2021.
Actions that could help your plan participants double their savings rate and increase their average account balance by up to 50% — all in the first year.
