Evaluating When to Mitigate Risk with Your Pension Plan

Approximately 46,500 defined benefit pension plans existed as of 2022, according to the Employee...

Considerations For Clear Communication During Open Enrollment

In today’s labor market, benefits can be a valuable tool for employers to retain talent. Employers...

Complying with SECURE Act Changes to Long-Term Part-Time Employee Eligibility and IRS Form 5500

Complying with SECURE Act Changes to Long-Term Part-Time Employee Eligibility and IRS Form 5500 Two...

Retirement Plans & Cybersecurity: Insights for Plan Sponsors

Retirement Plans & Cybersecurity: Insights for Plan Sponsors Cybersecurity is a top concern for...

2024 Cost of Living Adjustments for Qualified Retirement Plans

2024 Cost-Of-Living Adjustments For Qualified Retirement Plans

2024 Deadlines and Important Dates for Plan Sponsors

2024 Deadlines and Important Dates for Plan Sponsors Sponsors of defined benefit and defined...

ERISA Update and Outlook for 2022

Employers have spent the last two years dealing with many challenges and disruptions, and they are...

Plan Sponsor Alert: 401(K) Plan Restatements Required by July 2022

Every six years, the Internal Revenue Service (IRS) requires employers with qualified, pre-approved...

Long-Term Impact of CARES Act Loans & Distributions on Retirement

The Coronavirus Aid, Relief and Economic Security (CARES) Act allowed plan sponsors to relax loan...

Hardship Distributions: Complying with Recent Changes

Efforts to keep up with the myriad of challenges that retirement plan sponsors faced in 2020 may...