December 23, 2020
Department of Labor (DOL) enforcement recoveries are on the rise. A recent DOL report indicates that DOL recoveries have doubled since 2018 and tripled since 2016. […]
December 23, 2020
Plan Sponsors should understand that terminated employees who left their account balance in your plan, are still considered participants under ERISA. As such, they have the […]
December 23, 2020
Yes! The primary purpose of a committee charter is to document overall plan governance. It is not dissimilar to how your Investment Policy Statement (IPS) acts […]
December 23, 2020
Your employer provides you with a retirement plan for you to save money in, tax-deferred, for the day you bid your career farewell and enter into […]
December 18, 2020
We visit doctors to maintain our physical health, but who do doctors visit to maintain their financial well-being? Helping us maintain good physical health is what […]
December 18, 2020
When you meet with your financial advisor for your year-end checkup, what should you ask? Should you just show up and listen to what your advisor […]