Seizing Opportunity with an Annual Plan Review!
July 5, 2019 - Today’s 401(k) plans offer employers a world of options. A mid-year plan review positions sponsors to identify areas where improvements are possible. Adopting new plan design features can significantly improve a 401(k) plan to meet organization needs and help employees build toward a secure financial future. Since many plan design changes require notice to participants 30 days before the beginning of a new plan year, now is a good time to schedule a review of plans with a December 31 year-end date.
Do You Provide Employees What They Want?
June 6, 2019 - It’s a fact: surveys show employees value their company’s 401(k) plan. Here are other key survey insights into what employees want as well as tips to improve your plan in response – thus, helping your employees build toward a more secure retirement.
Three Insurance Facts for Plan Sponsors
May 1, 2019—401(k) plan sponsors can benefit from knowing three simple insurance facts. This can help keep sponsors compliant, eliminate potential reporting errors that could trigger a DOL audit, and cover their defense if charged with imprudent plan management. Given that there’s so much for employers with company retirement plans to keep track of, these simple facts often are either unknown or forgotten . . . with plan sponsor fiduciaries exposed to potential liability.