Category: Retirement Plans

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SECURE Act: Steps to Compliance

The SECURE Act is landmark legislation that affects the rules for creating and maintaining workplace…

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Changes for Retirement Plans with the SECURE Act

On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement…

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Multiple Employer Plans: IRS Takes a Big Bite Out of the “One Bad Apple” Rule

The DOL recently released new rules that expanded access to retirement plans for small businesses.…

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Q&A: Association Retirement Plans

A multiple employer plan (MEP) allows employees of unrelated private-sector employers to participate in a…

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Retirement Plan Access Expanding for Small Businesses

According to the U.S. Department of Labor (DOL) approximately 38 million private-sector employees do not…

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What Plan Sponsors Need to Know About DOL Enforcement and Red Flags

Being selected for a Department of Labor (DOL) audit is not exactly a prize most…

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Changes to Standards for ERISA Employee Benefit Plan Audits

Last week, the AICPA’s Auditing Standards Board (ASB) released new standards (SAS No. 136) regarding…

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Here’s Why You Should Consider Using a 3(38) Investment Manager

By leveraging a 3(38) investment manager, organizations are able to streamline the operational and administrative…

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