January 13, 2022
A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply with […]
January 11, 2022
When it comes to fiscally frugal health insurance options, health savings accounts (HSAs) aren’t exactly new to the game. They’ve been around since 2003 and have […]
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 […]
December 10, 2021
Retirement income products can serve an important purpose as a participant investment option for retirement plans. Surveys gauging participant interest in these options may be open […]
November 5, 2021
One of the more popular types of retirement plans in use today is a 401(k) plan. One reason for their appeal is that employees are allowed […]