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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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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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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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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Data Breaches: What Is Your Plan?
Recent data breaches in the healthcare industry are alarming. The fact that there is a shortage of qualified cybersecurity professionals is troubling. Plan sponsors: how are you protecting your plan? Get Focused Cybercrime is…
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Year End Communications About Retirement Savings
The IRS has announced that the elective deferral limit for employee contributions to 401(k) plans for 2021 will remain at $19,500. However, it’s still an important time of year for plan sponsors to communicate with…
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Understanding Retirement Savings: Lifetime Income Illustrations
Chances are good that your company’s employees need to save more toward retirement. This is true across the country. New lifetime income disclosures mandated by the SECURE Act, aim to educate employees—and motivate them to…
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