by Natalie Harris | Feb 6, 2026 | Uncategorized
Spring Cleaning Spring will arrive soon, promising new growth and a fresh beginning. It could also be the perfect time to do some spring cleaning for your plan. Let’s look at some areas that you might consider reviewing to ensure your retirement plan is operating...
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....
by Deanna Fisher | Sep 25, 2023 | Uncategorized
It doesn’t hurt to double check! We’re here for you! As situations arise during the plan year, it’s always better to double check the plan provisions rather than address a plan failure after the fact. In some situations, it’s easier to ask for forgiveness rather than...
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