by Natalie Harris | Feb 6, 2026 | Uncategorized
Cybersecurity & ERISA Compliance: Protecting Your Plan Cybersecurity has become a necessary consideration in many aspects of life, and your retirement plan is no exception. For plan sponsors, understanding your responsibilities—as well as those of the third party...
by Natalie Harris | Feb 6, 2026 | Uncategorized
The Plan Document: Why Understanding it Matters An employer-sponsored retirement plan is an extremely valuable benefit a company can offer its employees. At the heart of this benefit is the plan document—the official rulebook that explains exactly how the plan works....
by Natalie Harris | Feb 6, 2026 | Uncategorized
Understanding RMDs: What Plan Sponsors Need to Know As a plan sponsor, it’s critical to understand the rules surrounding Required Minimum Distributions (RMDs) because they directly impact compliance, participant education and operational processes. RMDs are mandatory...
by Natalie Harris | Feb 6, 2026 | Uncategorized
Upcoming Compliance Deadlines for Calendar-Year Plans 2nd March 2026 IRS Form 1099-R Copy A – Deadline to submit Form 1099-R Copy A to the IRS for participants and beneficiaries who received a distribution or a deemed distribution during the prior plan year....
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