Tag: retirement plans
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 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’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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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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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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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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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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