February 23, 2021
The qualified default investment alternative (“QDIA”) is arguably the most important investment in a plan’s investment menu. By far the most often selected QDIA investment is […]
January 28, 2021
It’s important to remember that even financial experts at one point were financial newbies. Just like many of those starting out, they were trying to figure […]
January 26, 2021
Don’t skip out on your employer match! This free money from your employer is critical in setting your future self up for retirement success. Let’s take […]
January 26, 2021
An ounce of prevention is worth a pound of cure. This saying is universal and certainly applies to fiduciary responsibility. Beginning the year with an eye […]
January 26, 2021
The coronavirus relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. The provision specifically states, “A plan shall […]
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 […]