From Patience to Paychecks: Congress Wants Taxes Now

Congress figured out that patience isn’t a revenue strategy. Why wait for taxes in 20 years when...

How Plan Sponsors Can Address Roth Catch-up Regulations

Highlights From the Roth Catch-up Contribution Regulations

Self-Correction Opportunities: Understanding EPCRS Updates

Even the most carefully managed retirement plans are susceptible to mistakes during navigation of...

Hidden Figures: Why It’s Important for Plan Sponsors to Identify Controlled Groups

The identification and treatment of controlled groups often proves to be an enormous challenge for...

Auto-Enrollment Under SECURE 2.0: Why It Matters

“Compound interest is the eighth wonder of the world. He who understands it earns it. He who...

ERISA Fidelity Bonds: Myth Busting Five Common Misconceptions

In the complex world of employee benefit plans, fidelity bonds serve as a crucial safeguard against...

Employee Benefit Plan Changes Taking Effect in 2025

With the change into the new year and the transition to the new administration in D.C. commences,...

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...