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Category: Retirement Plan

You need to know your policy inside and out

March 28, 2022

A retirement plan is one of the most valuable employee benefits you can offer. By giving your people peace of mind about the future, you’ll inspire them to new heights. But a[...]

Audit

What the heck is SAS 136 and why you should care

January 17, 2022

Your independent auditor has always adhered to auditing standards established by The Audit Standards Board of the American Institute of Certified Public Accountants[...]

Setting up a 401(k) retirement: Who does what?

September 15, 2021

Establishing a 401(k) retirement plan is simple. After all, you just have to choose vendors, draft legally sound documents, operate the plan, and stay in compliance. No big[...]

Retaining records

M&A and record retention: what plan sponsors need to know

July 22, 2021

Congratulations to your organization, on selling (or buying) a business!  Now comes the fun part: Figuring out what to do with all of those employee records. When you're a[...]

401k

Plan sponsors, do you have an investment policy? (What you need to know to be compliant)

May 18, 2021

You’ve probably heard that recent litigation over breaches of fiduciary duty under the Employee Retirement Income Security Act (ERISA) has been making a stir. It’s[...]

Retirement Plan

What Retirement Plan Sponsors Need to Know for 2021

December 16, 2020

Every industry was affected by COVID-19 this year, and retirement planning is no exception. The CARES Act and the SECURE Act in particular had such a significant impact that[...]