Posts about

Retirement Plans

Education, Retirement Plans

Secure Act 2.0: Navigating 92 Provisions of Retirement Plan Changes

For our final session of the 2025 Higher Education Summit webinar series, I was pleased to welcome...

3 minute read

Employee Benefits, Retirement Plans

ERISA Fidelity Bonds: Myth Busting Five Common Misconceptions

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

3 minute read

Employee Benefits, Retirement Plans

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,...

2 minute read

Employee Benefits, Retirement Plans

Evaluating When to Mitigate Risk with Your Pension Plan

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

3 minute read

Employee Benefits, Retirement Plans

Considerations For Clear Communication During Open Enrollment

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

3 minute read

Retirement Plans

Understanding the Impact of Workforce Reductions on 401(k) Plans

Employee turnover often triggers a wave of issues for a company and its human resources department....

3 minute read

Employee Benefits, Retirement Plans

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...

3 minute read

Employee Benefits, Retirement Plans