Winning Enrollment Techniques and Challenges
Posted on December 31, 2018 by retirementtimesnewsletter With an average of only 43 percent participation in governmental defined contribution plans, people living longer and saving less, and retirement benefits being reduced by their employers, the importance of...Hey Joel – Will Hardship Suspensions Go Away in January 2019?
Posted on December 31, 2018 by retirementtimesnewsletter Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country by our in-house former practicing ERISA attorney. Hey Joel, Will hardship suspensions go away in January 2019? If someone...Records and Their Expiration Dates
Posted on December 31, 2018 by retirementtimesnewsletter “What records should I keep? How long should I keep them? How should I organize my files?” Advisors have been asked these questions time and time again by plan sponsors looking for a general guideline for record...Six Easy Steps to Keep Your Plan Assets Safe
Posted on December 31, 2018 by retirementtimesnewsletter Cyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always smart with the rest of their...Members of Congress Call Out the Department of Labor on its Enforcement Activities Regarding ESOPs
Is the DOL engaging in enforcement activities against ESOPs without providing meaningful guidance? #retirementplans #ESOP