December 10, 2021
Participant data and financial accounts comprise some of the most sensitive and potentially vulnerable information under a company’s care. These highly valuable assets can be an […]
December 10, 2021
According to J.P. Morgan’s 2021 Defined Contribution Plan Participant Survey findings, more than half of the 1,281 respondents indicate that they: • Are presented with more […]
October 8, 2021
To Add to Your Plan or Not: That is the Question Participants may be attracted to self-directed brokerage accounts (SDBAs) because of the seemingly infinite choice […]
October 8, 2021
In this age of relying heavily on technology, it is vital to take the necessary cyber security precautions. You want to make sure that all sensitive […]
May 25, 2021
If You are Going to Exclude Active Funds from Your Retirement Plan Investment Lineup, Have Darn Good Reasons The tidal surge of funds flowing from actively […]
July 27, 2020
The payment of expenses by an ERISA plan (401(k), defined benefit plan, money purchase plan, etc.) out of plan assets is subject to ERISA’s fiduciary rules. […]