May 15 Quarterly Benefit Statement: Deadline to supply participants of participant-directed plans with the quarterly benefit/disclosure statement, including a statement of plan fees and expenses...

Overpayments from qualified retirement plans to plan participants are among the most common—and most sensitive—administrative errors encountered by plan sponsors and fiduciaries. They often arise...

Form 5500 exists to create a single, annual public report on employee benefit plans. With filings made publicly available through the DOL, its core purpose is to contribute to broader transparency...

In today’s workplace, offering a 401(k) plan has become a standard part of employee benefits. But simply making a retirement plan available isn’t enough. For employees to truly take advantage of it,...

Spring will arrive soon, promising new growth and a fresh beginning. It could also be the perfect time to do some spring cleaning for your plan. Let’s look at some areas that you might consider...

Cybersecurity has become a necessary consideration in many aspects of life, and your retirement plan is no exception. For plan sponsors, understanding your responsibilities—as well as those of the...

An employer-sponsored retirement plan is an extremely valuable benefit a company can offer its employees. At the heart of this benefit is the plan document—the official rulebook that explains...

As a plan sponsor, it’s critical to understand the rules surrounding Required Minimum Distributions (RMDs) because they directly impact compliance, participant education and operational processes....

March 2 IRS Form 1099-R Copy A - Deadline to submit Form 1099-R Copy A to the IRS for participants and beneficiaries who received a distribution or a deemed distribution during the prior plan year....

December 1 Participant Notices – Annual notices due for Safe Harbor elections (note that some plans are no longer required to distribute Safe Harbor notices), Qualified Default Investment...