Nov 16, 2020Why it’s Important to Review, Refresh, and Revise Retirement Plan DocumentsHere’s why it’s important to review and update plan documents and how we can help you avoid common mistakes and pitfalls.
Oct 26, 2020Tracking Down Your Missing ParticipantsMissing participants are former employees with an active account balance – and if left unchecked, they can cause a serious problem.
Jan 10, 2020Managing Risk: Do’s and Don’ts for Your Company’s Retirement Plan CommitteeScan the business news and you will likely find an article detailing the latest 401(k) litigation against a company accused of a...
Jan 10, 2020Keeping Your Plan Data Safe: 11 Cybersecurity Questions to Ask Your 401(k) ProvidersYour plan data and private information are valuable, but unfortunately, cybersecurity is a critical but often overlooked aspect of a plan...
Jan 10, 202010 Steps to Help You Handle a DOL InvestigationHot breath, fear, sweaty palms - You’ve received a request from the Department of Labor (“DOL”) to provide documents about your...
Jan 10, 2020Thinking of Changing 401(k) Providers? Five Things You Should KnowOffering a competitive benefits package, including a top-notch 401(k) plan, is essential for your company to recruit and retain top...