Retirement Planning: Don’t Forget to Ask “Where?”
Retirement planning commonly revolves around “how much” and “when.” An often overlooked question is “where” and it matters a lot. Assumptions, Dreams, and Realities Typically, retirement planning is rooted in making assumptions about the annual…
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A Resolution for Plan Sponsors: High Expectations
Mergers and acquisitions are changing the marketplace of 401(k) plan service providers. Plan sponsors are advised to have high expectations. Expect Robust Products and Services Although the mergers and acquisitions among service providers in the…
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Booming Times for Cyber Criminals Continue
2020 was a great year—for cybercriminals. Security experts predict this unfortunate trend will continue and suggest priorities for our attention. Home Environments: Not As Secure As Corporate Networks At Ernst and Young, an expert warns…
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A Resolution for Plan Sponsors: High Expectations
Mergers and acquisitions are changing the marketplace of 401(k) plan service providers. Plan sponsors are advised to have high expectations. Expect Robust Products and Services Although the mergers and acquisitions among service providers in the…
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Sound Beginnings for Plan Sponsors in 2021
The turning of the years is an important time for plan sponsors to hit pause and ensure that the policies and operations of their retirement plans are sound. Review Basic Plan Policies and Operations…
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The Critical Importance of Employer Sponsored Retirement Plans
The pandemic has demonstrated how much people need and want to save—and the valuable role employers have in helping them do so. Protect your plan in 2021! Retirement Savings Provide Relief The disruptions of 2020…
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$28.5 Million Class Settlement in ERISA Case
The lawsuit, won on behalf of employees of Fidelity Investments is an important reminder to sponsors of retirement plans of all sizes: carefully monitor your chosen service providers. Beware: Breach of Duties As Bloomberg…
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Prudence and Loyalty: New Regulations for Plan Fiduciaries
As anticipated, the U.S. Department of Labor (DOL) has released a final rule updating and detailing the fiduciary duties of prudence and loyalty under ERISA. Plan Sponsors: Pay Attention—Even When Voting By Proxy! The new…
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Cyber Threats: Identify Your Incident Response Team
Retirement plans contain sensitive—and valuable information. In addition to securing it, you must be ready to respond to breaches. Who are the experts on your team? What’s On Your Company’s Inventory of Sensitive Data? When…
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