Apr 1, 2019

episode 177 – what the heck is a retirement plan census?

The often forgotten retirement plan census can sneak up on you if you're not careful! Listen to (or watch) this episode of unsuitable on Rea Radio to learn more about these forms from Rea's superstar retirement plan consultant, Andrea McLane.
Apr 1, 2019

episode 177 – transcript

Read the "official transcript" of this episode of unsuitable on Rea Radio to read what Andrea McLane discussed about the retirement plan census form and why you must fill one out.
Feb 18, 2019

It’s Not Your Job, But Somebody Has To Do It

It's not your responsibility to check the accuracy of your employee's beneficiary designations, but it might be a good idea to start anyway.
Mar 13, 2018

5 Key Pension Industry Trends to Consider

Wondering what's trending in the retirement plan design world? Wonder no more ...
Jul 31, 2017

episode 92: how to avoid common mistakes & design the ideal retirement plan

Retirement planning is a team sport: participants, employers and trusted advisors need to work together to protect participants and ensure the plan is well-designed. Andrea McLane, QKA, a manager on Rea’s pension administration team in the firm’s Dublin, Ohio, office, joins us on this episode of unsuitable on Rea Radio to talk about what business … Continued
Mar 22, 2017

Avoid Audit Issues, Substantiate Your Hardship Distribution Claims

Plan sponsors and Third Party Administrators have been without access to a structured set of guidelines to help them adequately substantiate hardship distribution claims – until now.
May 19, 2016

Beyond The Status Quo

If you aren’t taking advantage of today’s retirement plan trends you could be missing out on key opportunities that could drive even greater results. Find out if you are doing enough to prepare your employees for retirement.
Nov 25, 2015

Plan Sponsors: Don’t Miss The Dec. 1 Deadline To Provide Year-End Notices

Can you believe December is only a few days away?! It’s true. And that means it’s time for 401(k) plan sponsors to buckle down because the deadline to provide year-end notices to employees is Dec. 1. Read on to learn what information you must provide to your employees.
Apr 12, 2013

Alternative Assets in Qualified Plans

As a retirement plan administrator, plan fiduciaries often consult me about different investment vehicles. They ask if they can invest plan assets in investment classes beyond the traditional stocks, bonds and mutual funds and include investments like limited partnerships or real estate in their portfolios. The answer isn’t always clear, but as with many fiduciary … Continued
Feb 2, 2010

Retirement Plan Sponsors List Their Favorite Plan Options

President Obama’s State of the Union address included initiatives to improve and enhance retirement programs. And while he was putting his finishing touches on the address last week, Plansponsor.com asked pension plan administrators what plan options they would like to see enacted, and which they would like to see “get lost.” The survey revealed a … Continued
Jan 20, 2010

Department of Labor Issues

On January 14, 2010, the Department of Labor issued a final rule establishing a “safe harbor period” of seven business days as a reasonable time frame for depositing employee contributions and loan repayments into retirement plans Under this regulation, employers will be in compliance with ERISA rules if they deposit employee contributions within seven business … Continued