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...

Ready to Grow Your Nest Egg? The IRS Releases 2026 Retirement Plan Contribution Limits

With Notice 2025–67, the IRS has issued its 2026 inflation-adjusted retirement plan contribution...

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...

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...

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....

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...