Dec 19, 2017
End of the Year Checklist As the year-end approaches, our to-do lists can be lengthy. There are holidays to prepare for, employee performance reviews to complete, and, oh, wait, there is also the year-end data collection package from your TPA! We have once again...
Oct 16, 2017
There has been much upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many investment professionals that weren’t previously considered fiduciaries will now have to take on that role. So,...
Jun 26, 2017
Retirement Plan Maintenance Whether it’s your car, your air conditioning or your own health, virtually everything you depend on in life needs a periodic assessment. What’s working, what needs repair? A company’s retirement plan is no different. And the evaluation is...
Apr 17, 2017
How much of your life happens online—75 percent? 90? With cell phones in our pockets and tablets next to our beds, we’re all leading electronic lives, with the expectation that when we want or need information, we’ll find it almost immediately. And retirement plan...
Feb 13, 2017
Every plan sponsor has a fiduciary responsibility to account for all funds in a retirement plan—including uncashed distribution checks. Do you know what your responsibilities are when a check goes uncashed or a plan participant falls off the grid? Is there a point at...
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