Understanding revenue sharing
Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.
Search Results
Cybersecurity issues for plan sponsors
The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.
What plan sponsors need to do now for the SECURE and CARES Acts
Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.
Retirement plans under the Consolidated Appropriations Act, 2021
The Act does not lengthen CARES Act COVID plan relief, but offers relief for non-COVID disasters, partial terminations and pension plans.
IRS issues guidance on 401(k) and 403(b) Plans
IRS guidance on the 15% maximum on automatic contributions, 401(k) and 403(b) plan safe harbor requirements, and plan loan offset rollovers.
Top 7 Internal Controls to Prevent Fraud
All companies are susceptible to and will likely experience fraud at some point. In this video, you will learn about simple and easy to implement controls and processes.