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Newsletter

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[...]

What to Do If You Make an Eligible Compensation Mistake

August 18, 2021

It happens... you've performed your audit and discovered some discrepancies. If you've ever found yourself in this position, you're definitely not alone. In fact, eligible[...]

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[...]