by Deanna Fisher | May 13, 2021 | Uncategorized
Department of Labor Issues Cybersecurity Guidance On April 14, 2021, the DOL’s Employee Benefits Security Administration (EBSA) issued long-awaited guidance designed to protect participants from both internal and external cybersecurity threats. The guidance is...
by Deanna Fisher | May 13, 2021 | Uncategorized
Congratulations! It’s a Retirement Plan! So, you’ve sold your business and now you’re asking the question “What happens to the retirement plan?” You are not alone. In the world of mergers and acquisitions, it is not uncommon for retirement plans to be overlooked in...
by Deanna Fisher | May 13, 2021 | Uncategorized
Retirement Planning is a Team Sport Some would say that retirement plan administration is a team sport! Putting together technical and compliance competence with ongoing investment and fiduciary expertise is key to keeping your plan healthy and participants happy. So,...
by Deanna Fisher | Nov 12, 2020 | Uncategorized
The SECURE Act Reminders With so much discussion surrounding the CARES Act, it is easy to forget that 2019 brought us some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006. This legislation came to...
by Deanna Fisher | Nov 12, 2020 | Uncategorized
Upcoming Compliance Deadlines for Calendar-Year Plans 1st December 2020 Participant Notices – Annual notices due for safe harbor elections, Qualified Default Investment Alternatives (QDIA), and Automatic Contribution Arrangements (EACA or QACA). 31st ADP/ACP...
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