Tag: retirement plans

Retirement Plan Cybersecurity
Remote Working and Cybersecurity Considerations for Retirement Plan Sponsors

With a surge in remote working, plan sponsors need to think about protecting retirement plan…

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CARES Act Impact to Defined Benefit Plans
CARES Act Relaxes Qualified Plan and Employee Benefit Rules to Improve Cash Flow for Employer and Employees

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) (H.R. 748) includes several relief…

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COVID-19 Impact to Retirement Plans
COVID-19’s Impact on U.S. Retirement Plans

We address three of the most immediate questions that companies should be considering related to…

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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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Signing Legislation
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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Jigsaw puzzle pieces standing on end
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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Interlocking puzzle pieces
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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Dark Constellation
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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Understanding 3(38) Investment Management

As regulators train their watchful eyes on retirement plan administrators, a 3(38) investment manager can…

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person calculating finances
Fee Policy Statements for Retirement Plans

For the client who may be concerned about fiduciary compliance, a fee policy statement may…

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