Author
Jun 16, 2022
Article

New Audit Standard for Employee Benefit Plans Casts Bright Light on Role of Fiduciary

As a new auditing standard become effective this year for most employee benefit plans, individuals charged with managing and administering plans should be aware of their responsibilities as plan fiduciaries.
Author
Mar 11, 2022
Article

‘Group of Plan’ Arrangements Offer Cost Savings for 401(k) Sponsors

sponsors are familiar with solutions like multiple employer plans (MEPs) and pooled employer plans (PEPs). But one of the least well-known plans may be the most effective solution for plan sponsors who are looking to cut costs and maintain local service and plan design flexibility – the “group of plans” arrangement.
Author
Jan 11, 2022
Blog

Late Notice From The IRS Or DOL? Read Before You Act

f you get a late notice from the IRS related to your Form 5500, but you filed on time, don’t panic. Simply let us know and we’ll advise you of next steps to clear things up with the IRS.
Author
Apr 19, 2021
Blog

Your Solo 401(k) Plan May Be On The IRS’ Audit List

If your solo 401(k) plan was audited tomorrow, would you come out the other side with flying colors or penalties?
Apr 14, 2021
Blog

SAS 114: Essential Information May Be Hiding In Plain Sight

What the heck is a SAS 114 letter and why are you getting one? Read on to find out.
Author
Apr 1, 2021
Blog

Never Underestimate The Power Of Automatic Enrollment

Get better retirement plan participation among your employees. Start automating several key features.
Mar 31, 2021
Blog

Why Do Employees Turn Down Free Money?!

Don't just tell your employees about the benefits of saving for retirement - SHOW them!
Mar 16, 2021
Blog

Plan Sponsors: Do You Know How To Correct CARES Act Loan Errors?

Did you make a mistake related to the loans your plan participants took from your company's plan? Take steps to correct them today.
 
Jun 28, 2021
Podcast

Episode 289: Sassy ERISA Audit Changes

Your retirement plan audit responsibilities are about to undergo a SASsy change.
 
Apr 20, 2021
Podcast

Episode 279: Benefits In The Workplace

Looking for employee benefits tips that will help you recruit and retain top talent?