Tips for Preventing Uncashed Retirement Checks

by | Sep 6, 2018 | Blog

Posted on June 25, 2018 by retirementtimesnewsletter   Managing uncashed retirement checks may be considered a nuisance by plan administrators. Nevertheless, the employer still has fiduciary responsibility when a former employee fails to cash their distribution....

Exchange Your Old Retirement Solutions for New Ones

by | Sep 4, 2018 | Blog

Posted on June 25, 2018 by retirementtimesnewsletter What is an Exchange?An exchange is a turnkey solution for businesses that allows you to provide the benefit of a retirement plan while offloading some of the administrative and fiduciary responsibilities at a...

Hey Joel! Fiduciary Question

by | Aug 28, 2018 | Blog

Posted on May 17, 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, I am a fiduciary/committee member to a retirement plan. Am I...

Group Whole Life Insurance: The Third Pillar

by | Aug 23, 2018 | Blog

Posted on May 17, 2018 by retirementtimesnewsletter Financial security is something that every American strives for. Experts believe that the foundations of financial security are built off of three equally important pillars: a retirement plan, health insurance, and...

Are You Prepared for an IRS Audit?

by | Aug 21, 2018 | Blog

Posted on May 17, 2018 by retirementtimesnewsletter The Internal Revenue Service’s (IRS’s) Employee Benefit Audit Program is used to audit and enforce. The IRS’s emphasis, with respect to defined contribution plans is on compliance with the requirements of the...